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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
1651
Access Financial Services
Minnesota
$201K +$202K +1,449 New
CFP
1652
Cornerstone Financial Partners
North Carolina
$200K – – –
FFC
1653
First Financial Corp
Indiana
$196K -$24.5K -176 -11%
RAM
1654
Riggs Asset Management
Pennsylvania
$193K – – –
VCM
1655
Versant Capital Management
Arizona
$191K -$16.6K -119 -8%
APSP
1656
Asset Planning Services (Pennsylvania)
Pennsylvania
$189K +$8.64K +62 +5%
TFO
1657
Tarbox Family Office
California
$187K +$5.01K +36 +3%
MCIA
1658
Mountain Capital Investment Advisors
Colorado
$183K +$279 +2 +0.2%
QAM
1659
QCI Asset Management
New York
$182K -$14.3K -103 -7%
BG
1660
Bollard Group
Massachusetts
$181K -$994K -7,138 -85%
FA
1661
Financial Advantage
Maryland
$181K +$182K +1,308 New
BL
1662
Balentine LLC
Georgia
$176K +$418 +3 +0.2%
RFM
1663
Royal Fund Management
Florida
$173K -$20.3K -146 -10%
WAP
1664
Wealthcare Advisory Partners
Pennsylvania
$173K +$149K +1,072 +613%
CPIG
1665
Chicago Partners Investment Group
Illinois
$171K -$118K -850 -41%
PFO
1666
Pathstone Family Office
New Jersey
$169K -$237K -1,700 -58%
OFW
1667
Omnia Family Wealth
Florida
$163K -$1.81K -13 -1%
CPA
1668
Clear Perspective Advisors
Illinois
$161K – – –
KPCM
1669
Kings Point Capital Management
New York
$159K -$36.6K -263 -19%
IP
1670
Isthmus Partners
Wisconsin
$156K – – –
VIMU
1671
Veritas Investment Management (UK)
United Kingdom
$152K – – –
PCM
1672
Prelude Capital Management
New York
$150K +$151K +1,085 New
HS
1673
Horan Securities
United States
$149K +$11K +79 +8%
OAJ
1674
Ogorek Anthony Joseph
New York
$144K – – –
CAL
1675
Capital Advisors Ltd
Ohio
$141K -$10.4K -75 -7%