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Name Holding Trade Value Shares
Change 		Change in
Stake
OLA
1126
Oliver Luxxe Assets
New Jersey
$972K -$144K -3,446 -13%
PCA
1127
Peddock Capital Advisors
Massachusetts
$972K – – –
HCM
1128
Highlander Capital Management
New Jersey
$971K – – –
SFM
1129
Signature Financial Management
Virginia
$967K -$175K -4,195 -16%
PB
1130
Pinnacle Bancorp
Nebraska
$967K +$950K +22,778 New
BCM
1131
Blume Capital Management
California
$966K -$50.9K -1,220 -5%
BFPW
1132
BOK Financial Private Wealth
Colorado
$964K +$84.5K +2,026 +10%
MFWM
1133
Motley Fool Wealth Management
Virginia
$963K +$217K +5,200 +30%
AMCA
1134
Arthur M. Cohen & Associates
Illinois
$961K -$16.7K -400 -2%
ASN
1135
Advisory Services Network
Georgia
$961K +$945K +22,652 New
FIG
1136
FundX Investment Group
California
$959K – – –
RC
1137
RBO & Co
California
$957K +$38.6K +925 +4%
HWP
1138
Hefty Wealth Partners
Indiana
$954K -$556K -13,336 -37%
UAS
1139
United Asset Strategies
New York
$954K -$346K -8,292 -27%
GSBTD
1140
Glenview State Bank Trust Department
Illinois
$953K – – –
ACM
1141
Ashford Capital Management
Delaware
$952K – – –
LJAC
1142
L.J. Altfest & Co
New York
$952K +$3.67K +88 +0.4%
HTHT
1143
Hemenway Trust Hemenway Trust
New Hampshire
$951K +$56.3K +1,350 +6%
EWA
1144
EP Wealth Advisors
California
$945K -$20.9K -502 -2%
HIC
1145
Holderness Investments Company
North Carolina
$943K +$676K +16,211 +270%
WAM
1146
Weatherly Asset Management
California
$937K +$10.4K +250 +1%
MAM
1147
Morse Asset Management
Connecticut
$936K +$920K +22,060 New
CT
1148
Chicago Trust
Illinois
$934K -$29K -695 -3%
FPCG
1149
Fort Pitt Capital Group
Pennsylvania
$934K -$9.51K -228 -1%
BP
1150
Ballentine Partners
Massachusetts
$932K -$82.7K -1,982 -8%
44 45
46
47 48