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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1026
One Wealth Advisors
California
$430K +$195K +846 +87%
IAS
1027
Insigneo Advisory Services
Florida
$428K -$21K -91 -5%
UPS
1028
UHLMANN PRICE SECURITIES
Illinois
$426K +$461 +2 +0.1%
PPW
1029
Pasadena Private Wealth
California
$426K -$5.76K -25 -1%
BAAM
1030
Baker Avenue Asset Management
California
$425K +$125K +542 +43%
SOAMC
1031
Spirit of America Management Corp
New York
$424K
OQS
1032
Occudo Quantitative Strategies
Florida
$424K +$415K +1,799 New
FSA
1033
Fort Sheridan Advisors
Illinois
$423K +$39.9K +173 +11%
PCM
1034
Prelude Capital Management
New York
$423K +$413K +1,792 New
SAMT
1035
Select Asset Management & Trust
Pennsylvania
$420K +$115K +500 +39%
KFC
1036
Klingenstein Fields & Co
New York
$416K -$14.1K -61 -3%
SEM
1037
Suncoast Equity Management
Florida
$416K -$65.7K -285 -14%
HA
1038
Hamel Associates
New Jersey
$415K
PMWMG
1039
Parr McKnight Wealth Management Group
Minnesota
$415K
DTC
1040
Davidson Trust Company
Washington
$415K +$49.8K +216 +14%
GD
1041
Grandfield & Dodd
New York
$414K -$9.22K -40 -2%
AWA
1042
Arete Wealth Advisors
Illinois
$412K -$2.31K -10 -0.6%
SOW
1043
State of Wyoming
Wyoming
$412K +$5.07K +22 +1%
CTA
1044
Chesley Taft & Associates
Illinois
$411K -$19.6K -85 -5%
FDS
1045
First Dallas Securities
Texas
$409K -$63.9K -277 -14%
1SB
1046
1ST Source Bank
Indiana
$409K -$19.6K -85 -5%
WMA
1047
Wealth Management Associates
New Jersey
$407K
PAM
1048
Panagora Asset Management
Massachusetts
$406K
CIAS
1049
Capital Investment Advisory Services
North Carolina
$404K -$60.9K -264 -13%
IFG
1050
Independent Financial Group
California
$404K -$14.3K -62 -3%