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Name Holding Trade Value Shares
Change
Change in
Stake
OQS
1051
Occudo Quantitative Strategies
Florida
$170K -$390K -28,637 -70%
XF
1052
XML Financial
Maryland
$169K – – –
WG
1053
Welch Group
Alabama
$167K – – –
CAM
1054
Claret Asset Management
Quebec, Canada
$166K -$70.2K -5,160 -31%
CHAM
1055
Clear Harbor Asset Management
Connecticut
$166K +$160K +11,750 New
CL
1056
CSS LLC
Illinois
$165K – – –
KA
1057
Kercheville Advisors
Texas
$163K -$358K -26,300 -70%
MSA
1058
Marino Stram & Associates
Massachusetts
$163K +$157K +11,518 New
BWM
1059
BCS Wealth Management
Tennessee
$163K +$157K +11,519 New
NL
1060
NWAM LLC
Washington
$162K -$260K -19,094 -63%
CWA
1061
Canvas Wealth Advisors
Kansas
$161K -$11.8K -870 -7%
LIA
1062
LBMC Investment Advisors
Tennessee
$161K – – –
WFI
1063
West Family Investments
California
$161K – – –
CCFM
1064
Clear Creek Financial Management
Washington
$161K +$2.3K +169 +2%
FMP
1065
Financial Management Professionals
Texas
$161K +$7.13K +524 +5%
FPFS
1066
First Personal Financial Services
North Carolina
$160K +$680 +50 +0.4%
KCM
1067
Kennedy Capital Management
Missouri
$159K – – –
LWA
1068
Lineweaver Wealth Advisors
Ohio
$158K +$4.68K +344 +3%
PCS
1069
Personal CFO Solutions
New Jersey
$158K +$8.47K +623 +6%
HCP
1070
Hexagon Capital Partners
Arkansas
$158K +$54.4K +4,000 +56%
PP
1071
Palladium Partners
Virginia
$158K +$151K +11,127 New
TF
1072
Tompkins Financial
New York
$158K +$152K +11,145 New
FA
1073
Faithward Advisors
Pennsylvania
$157K -$111K -8,190 -42%
LF
1074
Lantz Financial
Illinois
$157K +$9.2K +676 +6%
BAS
1075
Brown Advisory Securities
Maryland
$156K -$627K -46,093 -81%