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Name Holding Trade Value Shares
Change
Change in
Stake
FAN
1001
Financial Advisors Network
California
$218K -$2.61K -40 -1%
OC
1002
Oppenheimer & Co
New York
$217K -$119K -1,827 -32%
TC
1003
TwinBeech Capital
New York
$217K +$255K +3,909 New
LA
1004
LVW Advisors
New York
$215K +$253K +3,876 New
LGF
1005
LGT Group Foundation
Liechtenstein
$211K +$248K +3,800 New
IDA
1006
Intelligence Driven Advisers
California
$210K +$48.9K +749 +25%
CWA
1007
CogentBlue Wealth Advisors
Tennessee
$209K -$16.9K -259 -6%
RSA
1008
River Street Advisors
Illinois
$208K
UAG
1009
United Advisor Group
Ohio
$207K +$31.8K +487 +15%
GM
1010
GeoWealth Management
Illinois
$206K -$3.52K -54 -1%
SIC
1011
Schwartz Investment Counsel
Michigan
$205K
PL
1012
Parthenon LLC
Kentucky
$203K
OR
1013
Olympiad Research
Connecticut
$203K +$239K +3,657 New
TWP
1014
Tyche Wealth Partners
Texas
$203K +$130 +2 +0.1%
CHAM
1015
Clear Harbor Asset Management
Connecticut
$203K +$238K +3,647 New
SACTSONJ
1016
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$202K -$32K -490 -12%
RDFA
1017
Ritter Daniher Financial Advisory
Ohio
$201K -$20.8K -319 -8%
MAG
1018
M3 Advisory Group
Massachusetts
$200K -$17.8K -273 -7%
MO
1019
McMillan Office
Michigan
$200K
VCM
1020
Versant Capital Management
Arizona
$200K +$17.4K +267 +8%
CF
1021
Centaurus Financial
California
$183K -$1.76K -27 -0.8%
ABC
1022
Anchor Bay Capital
California
$177K +$205K +3,139 New
MCM
1023
MV Capital Management
Maryland
$174K +$63.2K +969 +45%
SOW
1024
State of Wyoming
Wyoming
$168K -$414K -6,341 -68%
PTC
1025
Private Trust Company
Ohio
$165K -$7.31K -112 -4%