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Name Holding Trade Value Shares
Change
Change in
Stake
VC
1301
Vestor Capital
Illinois
$128K
OL
1302
OneFund LLC
Florida
$128K +$1.93K +156 +2%
SWM
1303
Segment Wealth Management
Texas
$128K -$6.98K -564 -5%
TNA
1304
True North Advisors
Texas
$128K +$126K +10,187 New
BRG
1305
Bay Rivers Group
Virginia
$127K -$5.2K -420 -4%
DOA
1306
D'Orazio & Associates
Virginia
$127K -$3.29K -266 -3%
NHC
1307
Nicholas Hoffman & Company
Georgia
$126K -$21.4K -1,734 -15%
APA
1308
Astoria Portfolio Advisors
New York
$126K -$60.1K -4,855 -33%
Cohen & Steers
1309
Cohen & Steers
New York
$126K -$2.4K -194 -2%
AIA
1310
Alternative Investment Advisors
Florida
$126K +$124K +10,032 New
AF
1311
Advisornet Financial
Minnesota
$126K +$1.14K +92 +0.9%
SAA
1312
Southeast Asset Advisors
Georgia
$126K +$99 +8 +0.1%
H
1313
HoyleCohen
California
$126K +$124K +10,028 New
JWM
1314
Jessup Wealth Management
Ohio
$125K +$124K +10,007 New
LNWTC
1315
Laird Norton Wetherby Trust Company
Washington
$125K
PCM
1316
Ping Capital Management
New York
$125K +$124K +10,000 New
PCMH
1317
Polymer Capital Management (HK)
Hong Kong
$125K +$124K +10,000 New
SP
1318
Stablepoint Partners
Massachusetts
$125K +$141K +11,360 New
SIS
1319
Strategic Investment Solutions
Illinois
$124K +$131K +10,594 New
PFBT
1320
Parkside Financial Bank & Trust
Missouri
$122K -$12.7K -1,030 -10%
FMII
1321
Farmers & Merchants Investments Inc
Nebraska
$117K +$36.6K +2,955 +46%
CP
1322
Castleview Partners
Texas
$116K -$12.4K -1,001 -10%
OIA
1323
Optimum Investment Advisors
Illinois
$115K +$1.29K +104 +1%
ETC
1324
Exchange Traded Concepts
Oklahoma
$112K +$6.96K +563 +7%
CWP
1325
Concord Wealth Partners
Virginia
$110K -$25.6K -2,070 -19%