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Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
751
Chas P. Smith & Associates (CPS)
Florida
$335K -$200K -8,778 -35%
EW
752
Evoke Wealth
California
$335K +$7.98K +351 +2%
BFIM
753
Beese Fulmer Investment Management
Ohio
$330K -$31.3K -1,374 -8%
VT
754
Vise Technologies
New York
$329K +$357K +15,712 New
BHPW
755
Beverly Hills Private Wealth
California
$328K -$81.4K -3,579 -19%
IFS
756
Ifrah Financial Services
Arkansas
$327K -$2.98K -131 -0.8%
EWS
757
Evergreen Wealth Solutions
Pennsylvania
$324K -$29K -1,275 -8%
JWCA
758
J.W. Cole Advisors
Florida
$324K +$13.1K +574 +4%
KFGK
759
Keystone Financial Group (Kentucky)
Kentucky
$318K +$22.7K +998 +7%
SC
760
Syon Capital
California
$315K -$7.32K -322 -2%
UB
761
Umpqua Bank
Oregon
$315K +$51.2K +2,251 +17%
DI
762
Dalton Investments
Nevada
$314K
JSW
763
Journey Strategic Wealth
New Jersey
$310K +$337K +14,812 New
VCM
764
Voleon Capital Management
California
$309K +$336K +14,781 New
CA
765
Commerzbank Aktiengesellschaft
Germany
$309K
I
766
InceptionR
California
$309K +$336K +14,751 New
SAG
767
SageView Advisory Group
California
$306K -$24.1K -1,058 -7%
ACP
768
Aviance Capital Partners
Florida
$305K +$32.2K +1,416 +11%
CCA
769
Childress Capital Advisors
Texas
$304K -$14.7K -647 -4%
PC
770
Port Capital
Illinois
$303K
OTPPB
771
Ontario Teachers' Pension Plan Board
Ontario, Canada
$303K +$329K +14,466 New
AWM
772
Avior Wealth Management
Nebraska
$302K +$328K +14,439 New
IA
773
IFG Advisory
Georgia
$302K +$34.2K +1,503 +12%
CANC
774
Culbertson A N & Co
Virginia
$301K -$9.1K -400 -3%
MM
775
MQS Management
New York
$301K +$327K +14,396 New