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Name Holding Trade Value Shares
Change
Change in
Stake
IIA
726
IPG Investment Advisors
California
$983K -$15.6K -258 -2%
SSI
727
Scott & Selber Inc
Texas
$983K +$5.39K +89 +0.6%
NAM
728
NTV Asset Management
West Virginia
$982K
BFA
729
Beacon Financial Advisory
Ohio
$980K +$31.9K +526 +4%
AFAS
730
Acorn Financial Advisory Services
Virginia
$972K -$124K -2,053 -12%
CPIG
731
Chicago Partners Investment Group
Illinois
$970K +$205K +3,388 +31%
VFA
732
Voya Financial Advisors
Connecticut
$966K -$136K -2,245 -13%
BT
733
Brandywine Trust
Delaware
$963K
QSS
734
Quantitative Systematic Strategies
Florida
$961K -$1.99M -32,776 -69%
EF
735
Empirical Finance
Pennsylvania
$957K
Vanguard Personalized Indexing Management
736
Vanguard Personalized Indexing Management
California
$954K +$436K +7,204 +98%
KWM
737
Kingsview Wealth Management
Oregon
$952K -$99.4K -1,641 -10%
SPFA
738
Summit Place Financial Advisors
New Jersey
$943K -$541K -8,938 -38%
HI
739
Humankind Investments
New York
$942K +$872K +14,395 New
SRC
740
Shufro Rose & Co
New York
$936K -$242 -4 -0%
TPCW
741
TD Private Client Wealth
New York
$933K +$22K +363 +3%
HDIM
742
Hanson & Doremus Investment Management
Vermont
$931K -$21.6K -357 -2%
LWAC
743
Laurel Wealth Advisors (California)
California
$931K +$121K +1,993 +16%
CFA
744
Carroll Financial Associates
North Carolina
$925K +$11.3K +186 +1%
RT
745
Rockland Trust
Massachusetts
$921K -$47.3K -781 -5%
WP
746
WMS Partners
Maryland
$920K +$2.42K +40 +0.3%
ATFA
747
All Terrain Financial Advisors
Minnesota
$920K +$633K +10,453 +290%
CRC
748
Curi RMB Capital
Illinois
$917K +$104K +1,716 +14%
OPCM
749
Osborne Partners Capital Management
California
$915K -$846K -13,969 -50%
MWM
750
Meridian Wealth Management
Kentucky
$914K +$171K +2,816 +25%