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Name Holding Trade Value Shares
Change
Change in
Stake
VFP
1601
Verus Financial Partners
Virginia
$206K +$219K +1,125 New
NCMW
1602
Northern Capital Management (Wisconsin)
Wisconsin
$206K +$220K +1,130 New
EWM
1603
Empirical Wealth Management
Washington
$202K +$215K +1,104 New
RRWJ
1604
R. Robert Woodburn Jr
$198K +$211K +1,082 New
PCM
1605
Prelude Capital Management
New York
$195K +$208K +1,067 New
FA
1606
Financial Advantage
Maryland
$171K +$182K +934 New
CFA
1607
Camarda Financial Advisors
Florida
$156K +$166K +851 New
PR
1608
Payden & Rygel
California
$153K +$163K +837 New
GI
1609
Gradient Investments
Minnesota
$137K +$146K +748 New
Twin Tree Management
1610
Twin Tree Management
Texas
$129K +$138K +707 New
TFA
1611
Transamerica Financial Advisors
Florida
$126K +$134K +686 New
HTHT
1612
Hemenway Trust Hemenway Trust
New Hampshire
$126K +$134K +690 New
IRS
1613
Invictus RG (Singapore)
Singapore
$124K +$132K +680 New
MA
1614
MCF Advisors
Kentucky
$120K +$128K +655 New
EWM
1615
Edge Wealth Management
New York
$120K +$128K +656 New
PFO
1616
Pathstone Family Office
New Jersey
$112K +$119K +611 New
FMP
1617
Financial Management Professionals
Texas
$106K +$113K +578 New
FHA
1618
First Horizon Advisors
Tennessee
$98K +$105K +537 New
LFG
1619
LifePlan Financial Group
Ohio
$84K +$89.2K +458 New
SCG
1620
Strategic Capital Group
Washington
$84K +$90K +462 New
SHWM
1621
Smith & Howard Wealth Management
Georgia
$81K +$86.9K +446 New
MDCM
1622
Morgan Dempsey Capital Management
Wisconsin
$80K +$85.5K +439 New
JAM
1623
Jolley Asset Management
North Carolina
$77K +$82.6K +424 New
CRCP
1624
Copper Rock Capital Partners
Massachusetts
$76K +$81.4K +418 New
Flossbach Von Storch
1625
Flossbach Von Storch
Germany
$76K +$81.4K +418 New