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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
401
Bruderman Asset Management
New York
$236K +$1.88K +53 +0.8%
SWM
402
Shakespeare Wealth Management
Wisconsin
$230K
GT
403
Greenleaf Trust
Michigan
$227K +$12.2K +343 +6%
TIA
404
Traphagen Investment Advisors
New Jersey
$225K
GCP
405
GSA Capital Partners
United Kingdom
$223K +$222K +6,248 New
Vanguard Personalized Indexing Management
406
Vanguard Personalized Indexing Management
California
$222K +$221K +6,216 New
6M
407
6 Meridian
Kansas
$216K -$14K -394 -6%
LFAS
408
Level Four Advisory Services
Texas
$213K
AP
409
Advisor Partners
California
$213K +$213K +5,983 New
GWM
410
Greenwich Wealth Management
Connecticut
$211K -$24.1K -677 -10%
KAM
411
Knightsbridge Asset Management
California
$211K +$210K +5,921 New
CFA
412
CWS Financial Advisors
Michigan
$206K +$205K +5,769 New
RWM
413
Ritholtz Wealth Management
New York
$205K +$204K +5,753 New
WS
414
Wedbush Securities
California
$202K +$202K +5,676 New
PFO
415
Pathstone Family Office
New Jersey
$201K +$119K +3,357 +148%
RJT
416
Raymond James Trust
Florida
$200K +$199K +5,611 New
CI Investments Inc
417
CI Investments Inc
Ontario, Canada
$192K -$41.6K -1,170 -18%
RWM
418
RBA Wealth Management
California
$184K +$183K +5,164 New
QCG
419
Quadrant Capital Group
Ohio
$182K
AII
420
AGF Investments Inc
Ontario, Canada
$179K -$24.4K -687 -12%
S
421
SignatureFD
Georgia
$151K +$3.73K +105 +3%
HWMA
422
Heritage Wealth Management (Arizona)
Arizona
$142K +$141K +3,970 New
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$139K
BC
424
Bartlett & Co
Ohio
$136K
BCWM
425
Bartlett & Co Wealth Management
Ohio
$136K