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Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
1201
Lombard Odier Asset Management (Switzerland)
Switzerland
$341K +$321K +1,503 New
BCM
1202
Brasada Capital Management
Texas
$340K -$107K -500 -25%
DC
1203
Defender Capital
North Carolina
$340K +$320K +1,500 New
RIA
1204
Regal Investment Advisors
Michigan
$339K -$1.92K -9 -0.6%
TFA
1205
Transamerica Financial Advisors
Florida
$339K +$319K +1,494 New
BFC
1206
Bedel Financial Consulting
Indiana
$338K +$26.5K +124 +9%
NF
1207
Nikulski Financial
Iowa
$338K +$318K +1,492 New
PCA
1208
Personal Capital Advisors
California
$337K -$96K -450 -23%
DTC
1209
Davidson Trust Company
Washington
$336K -$18.1K -85 -5%
EGM
1210
Engineers Gate Manager
New York
$335K -$637K -2,984 -67%
CAL
1211
Capital Advisors Ltd
Ohio
$335K -$30.9K -145 -9%
EFS
1212
Essex Financial Services
Connecticut
$335K +$80.7K +378 +34%
ORC
1213
O'Rourke & Company
Massachusetts
$334K -$107K -501 -25%
TF
1214
Tompkins Financial
New York
$334K
PWM
1215
Palumbo Wealth Management
New York
$334K +$43.1K +202 +16%
LC
1216
Lindbrook Capital
California
$334K +$167K +784 +114%
SIP
1217
Stoneridge Investment Partners
Pennsylvania
$331K -$173K -810 -36%
VWA
1218
Visionary Wealth Advisors
Illinois
$330K -$640 -3 -0.2%
SAM
1219
Seelaus Asset Management
New Jersey
$329K +$309K +1,450 New
SSWM
1220
Sheets Smith Wealth Management
North Carolina
$327K -$21.3K -100 -6%
LIM
1221
Loudon Investment Management
New Hampshire
$326K +$307K +1,439 New
MHS
1222
M Holdings Securities
Oregon
$325K -$90.3K -423 -23%
FLI
1223
Family Legacy Inc
South Carolina
$324K
CCFM
1224
Clear Creek Financial Management
Washington
$324K +$45.5K +213 +18%
SBH
1225
Segall Bryant & Hamill
Illinois
$322K -$16K -75 -5%