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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
826
Capital Asset Advisory Services
Michigan
$253K -$118K -609 -37%
EHC
827
Everett Harris & Co
California
$252K – – –
SBIA
828
Sheaff Brock Investment Advisors
Indiana
$251K +$229K +1,186 New
RHBC
829
R.H. Bluestein & Co
Michigan
$248K – – –
IC
830
Inscription Capital
Texas
$246K – – –
ECM
831
Evergreen Capital Management
Washington
$244K +$222K +1,152 New
MIA
832
MainStreet Investment Advisors
Illinois
$243K -$621K -3,218 -74%
BP
833
BBR Partners
New York
$243K +$221K +1,144 New
RCAG
834
Rehmann Capital Advisory Group
Michigan
$242K -$3.67K -19 -2%
CA
835
Claro Advisors
Massachusetts
$242K +$220K +1,140 New
SL
836
Stevard LLC
Illinois
$242K +$221K +1,143 New
CCM
837
Covington Capital Management
California
$241K +$16K +83 +8%
SWM
838
SeaCrest Wealth Management
New York
$241K +$219K +1,136 New
BP
839
Ballentine Partners
Massachusetts
$240K +$218K +1,131 New
FFA
840
First Foundation Advisors
California
$238K -$354K -1,833 -62%
PCS
841
Personal CFO Solutions
New Jersey
$238K -$183K -949 -46%
ALAM
842
Asahi Life Asset Management
Japan
$238K +$216K +1,120 New
RWM
843
Ritholtz Wealth Management
New York
$238K +$216K +1,120 New
GSWM
844
Golden State Wealth Management
California
$237K +$204K +1,057 +1,792%
FP
845
Financial Perspectives
Minnesota
$236K – – –
CSIC
846
Clifford Swan Investment Counsel
California
$236K +$215K +1,114 New
MG
847
Mather Group
Illinois
$235K +$214K +1,109 New
SCA
848
Snowden Capital Advisors
New York
$232K -$204K -1,058 -49%
BFM
849
Boston Financial Management
Massachusetts
$232K – – –
PCAP
850
Pratt Collard Advisory Partners
New York
$232K +$212K +1,099 New