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Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
2126
Itau Unibanco Holding S.A.
Brazil
$270K – – –
SIA
2127
Strategic Investment Advisors
Michigan
$269K +$29.3K +596 +13%
ZAM
2128
Zevin Asset Management
Massachusetts
$268K -$2.71M -55,100 -91%
FFG
2129
Ford Financial Group
California
$268K +$24.4K +497 +11%
WCWM
2130
Willow Creek Wealth Management
California
$267K +$4.92K +100 +2%
CAGAS
2131
Capital Advisory Group Advisory Services
Minnesota
$266K – – –
SRC
2132
Stone Run Capital
New York
$266K – – –
QPWM
2133
Quadrant Private Wealth Management
Pennsylvania
$266K +$23.5K +477 +10%
CRIG
2134
Charter Research & Investment Group
Connecticut
$265K – – –
XS
2135
XR Securities
Illinois
$264K +$252K +5,118 New
BWM
2136
Brickley Wealth Management
California
$261K -$1.97K -40 -0.8%
LCM
2137
Leisure Capital Management
California
$260K – – –
KPF
2138
K2 Principal Fund
Ontario, Canada
$258K -$1.48M -30,000 -86%
EWM
2139
Executive Wealth Management
Michigan
$258K -$15.3K -311 -6%
MTIM
2140
Marathon Trading Investment Management
Pennsylvania
$257K -$1.04M -21,056 -81%
FDS
2141
Freedom Day Solutions
Texas
$257K -$82.6K -1,679 -25%
PIM
2142
Profit Investment Management
Maryland
$253K – – –
HS
2143
HighVista Strategies
Massachusetts
$252K -$428K -8,700 -64%
CJA
2144
C-J Advisory
California
$252K – – –
SAS
2145
Stelac Advisory Services
New York
$252K +$240K +4,889 New
GC
2146
Gibson Capital
Pennsylvania
$252K +$242K +4,928 New
RA
2147
Rational Advisors
New York
$251K -$1.01M -20,490 -81%
PCS
2148
Personal CFO Solutions
New Jersey
$251K +$240K +4,873 New
PL
2149
Parthenon LLC
Kentucky
$246K -$14.8K -300 -6%
WTFG
2150
Wells Trecaso Financial Group
Ohio
$246K -$12.4K -253 -5%