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Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
801
Mid Atlantic Financial Management
Pennsylvania
$209K -$127K -557 -39%
GKWIM
802
Gerber Kawasaki Wealth & Investment Management
California
$209K +$201K +883 New
PWMG
803
Pinnacle Wealth Management Group
Michigan
$206K +$198K +870 New
MAM
804
Meeder Asset Management
Ohio
$205K +$48.1K +211 +32%
IC
805
Intersect Capital
California
$203K +$195K +857 New
JCM
806
Jacobi Capital Management
Pennsylvania
$201K +$30.8K +135 +19%
WWA
807
WC Walker & Associates
California
$200K +$191K +839 New
SW
808
SVB Wealth
Massachusetts
$200K +$193K +846 New
HDIM
809
Hanson & Doremus Investment Management
Vermont
$186K -$36.9K -162 -12%
AWA
810
Arkadios Wealth Advisors
Georgia
$185K +$15.3K +67 +9%
KFI
811
Key Financial Inc
Pennsylvania
$180K +$108K +476 +204%
GRP
812
Global Retirement Partners
California
$179K +$8.89K +39 +5%
AA
813
Ancora Advisors
Ohio
$174K – – –
MA
814
MUFG Americas
New York
$174K – – –
VRM
815
Vectors Research Management
New York
$166K +$160K +701 New
OC
816
Oakworth Capital
Alabama
$160K – – –
Bank Julius Baer & Co
817
Bank Julius Baer & Co
Switzerland
$159K -$33.3K -146 -18%
CCA
818
Column Capital Advisors
Indiana
$155K -$103K -452 -41%
HNB
819
Huntington National Bank
Ohio
$153K -$11.4K -50 -7%
CP
820
Castleview Partners
Texas
$151K +$145K +638 New
TFIPS
821
Towarzystwo Funduszy Inwestycyjnych PZU SA
$150K +$26.4K +116 +22%
First Manhattan
822
First Manhattan
New York
$147K – – –
Loomis, Sayles & Company
823
Loomis, Sayles & Company
Massachusetts
$146K +$141K +617 New
CMBA
824
C.M. Bidwell & Associates
Hawaii
$142K +$1.14K +5 +0.8%
HFA
825
Hoover Financial Advisors
Pennsylvania
$138K – – –