Name Holding Trade Value Shares
Change
Change in
Stake
IA
1751
Independence Advisors
Pennsylvania
$273K +$1.17K +9 +0.4%
SIM
1752
SSI Investment Management
California
$272K -$12.1K -93 -4%
SP
1753
Successful Portfolios
Florida
$272K -$9.75K -75 -3%
PAM
1754
Peak Asset Management
Colorado
$271K -$126K -971 -31%
HCM
1755
Harvey Capital Management
Florida
$270K -$4.03K -31 -1%
RIS
1756
Retirement Income Solutions
Michigan
$269K -$118K -910 -30%
DSN
1757
D. Scott Neal
Kentucky
$269K -$22.2K -171 -8%
LP
1758
LGL Partners
Pennsylvania
$269K – – –
AWM
1759
AllSquare Wealth Management
New York
$268K -$27.7K -213 -9%
NJBEST
1760
New Jersey Better Educational Savings Trust
New Jersey
$268K – – –
PCA
1761
Private Capital Advisors
Connecticut
$268K – – –
Westfield Capital Management
1762
Westfield Capital Management
Massachusetts
$268K – – –
GI
1763
Gradient Investments
Minnesota
$267K -$7.28K -56 -3%
CA
1764
Capital Advantage
California
$266K -$18.2K -140 -7%
MWM
1765
Merriman Wealth Management
Washington
$266K -$5.07K -39 -2%
IC
1766
Investment Counsel
Michigan
$265K -$1.14M -8,803 -81%
TAM
1767
Taurus Asset Management
New York
$265K – – –
PA
1768
PFG Advisors
Arizona
$264K -$34.4K -265 -11%
ECAM
1769
East Coast Asset Management
Massachusetts
$264K – – –
DW
1770
Domani Wealth
Pennsylvania
$264K +$13.6K +105 +5%
Pacer Advisors
1771
Pacer Advisors
Pennsylvania
$263K -$21.5M -165,044 -99%
TAM
1772
Todd Asset Management
Kentucky
$263K – – –
RCM
1773
RB Capital Management
Nevada
$262K -$10.4K -80 -3%
GRP
1774
Global Retirement Partners
California
$262K +$85.6K +659 +48%
WCM
1775
Wedge Capital Management
North Carolina
$261K +$8.71K +67 +3%