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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
551
Compass Financial Advisors
Indiana
$620K +$928K +4,069 New
FHB
552
First Hawaiian Bank
Hawaii
$619K -$1.06M -4,640 -53%
HVP
553
Hudson Value Partners
Florida
$618K +$11.4K +50 +1%
Nisa Investment Advisors
554
Nisa Investment Advisors
Missouri
$616K -$21.8M -95,700 -95%
DF
555
Donoghue Forlines
Massachusetts
$610K -$83.9K -368 -8%
BTWM
556
Baker Tilly Wealth Management
Wisconsin
$598K +$485K +2,128 +119%
MMPW
557
Mitchell McLeod Pugh & Williams
Alabama
$597K
MJRIC
558
Mogy Joel R Investment Counsel
California
$594K +$889K +3,900 New
PFO
559
Pathstone Family Office
New Jersey
$589K -$385K -1,688 -30%
CL
560
CPWM LLC
Washington
$589K
OPW
561
Oxler Private Wealth
New York
$583K -$2.96K -13 -0.3%
CIAS
562
Capital Investment Advisory Services
North Carolina
$576K -$281K -1,233 -25%
ORI
563
Oak Ridge Investments
Illinois
$571K -$64.1K -281 -7%
BAM
564
Berkshire Asset Management
Pennsylvania
$569K +$131K +574 +18%
EWM
565
Elite Wealth Management
Washington
$568K -$61.8K -271 -7%
HCA
566
Harbor Capital Advisors
Illinois
$567K +$848K +3,721 New
WMA
567
Wealth Management Associates
New Jersey
$566K +$202K +884 +31%
BEW
568
Burton Enright Welch
California
$565K +$846K +3,709 New
PSUF
569
People's United Financial
Connecticut
$555K -$448K -1,964 -35%
AC
570
Abbrea Capital
California
$553K -$78.7K -345 -9%
IWA
571
IVC Wealth Advisors
Pennsylvania
$551K -$1.6K -7 -0.2%
AWM
572
Axxcess Wealth Management
California
$547K +$819K +3,593 New
SC
573
Saturna Capital
Washington
$543K +$608K +2,665 +296%
Mercer Global Advisors
574
Mercer Global Advisors
Colorado
$541K +$144K +633 +22%
OSAM
575
O'Shaughnessy Asset Management
Connecticut
$536K -$99.9K -438 -11%