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Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
626
Osborne Partners Capital Management
California
$596K -$57.7K -805 -9%
Fisher Asset Management
627
Fisher Asset Management
Washington
$589K +$16.7K +233 +3%
GVAG
628
Great Valley Advisor Group
Delaware
$586K +$90.3K +1,260 +18%
SAI
629
Systematic Alpha Investments
New Jersey
$582K +$543K +7,580 New
ISL
630
Ingalls & Snyder LLC
New York
$573K -$391K -5,458 -40%
GIA
631
Gateway Investment Advisers
Ohio
$572K -$7.24K -101 -1%
SBIA
632
Sheaff Brock Investment Advisors
Indiana
$569K -$910K -12,700 -61%
Vanguard Capital Wealth Advisors
633
Vanguard Capital Wealth Advisors
Colorado
$566K – – –
CLOS
634
Compagnie Lombard Odier SCmA
Switzerland
$560K -$15K -209 -3%
QCG
635
Quadrant Capital Group
Ohio
$552K +$5.16K +72 +0.9%
CAAS
636
Capital Asset Advisory Services
Michigan
$549K -$35.1K -490 -6%
IEFM
637
IQ EQ Fund Management
Ireland
$544K +$196K +2,732 +54%
LGA
638
Lebenthal Global Advisors
New York
$543K +$7.81K +109 +1%
BP
639
Ballentine Partners
Massachusetts
$540K +$3.08K +43 +0.6%
EFM
640
E Fund Management
China
$540K +$556K +7,754 New
MA
641
Montag & Associates
Georgia
$531K – – –
TCCM
642
Timber Creek Capital Management
Massachusetts
$531K – – –
Cerity Partners
643
Cerity Partners
New York
$525K -$18.3K -256 -3%
PA
644
Parallel Advisors
California
$524K +$113K +1,573 +26%
I2I
645
Insight 2811 Inc
Illinois
$523K -$71.7K -1,000 -12%
KOC
646
Koss-Olinger Consulting
Florida
$514K +$292K +4,074 +123%
PGH
647
Partners Group Holding
Switzerland
$513K +$528K +7,365 New
S
648
SignatureFD
Georgia
$512K -$17.4K -243 -3%
WS
649
Wedbush Securities
California
$508K -$575K -8,018 -52%
FHA
650
Flagship Harbor Advisors
Massachusetts
$506K – – –