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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
3526
Creative Financial Designs
Indiana
$385K -$26.7K -55 -7%
PA
3527
Prossimo Advisors
California
$385K +$371K +764 New
LCS
3528
Levin Capital Strategies
New York
$383K -$48.6K -100 -12%
JSC
3529
Jackson Square Capital
California
$383K -$46.7K -96 -11%
OPTFSNA
3530
Old Point Trust & Financial Services N A
Virginia
$383K – – –
LTL
3531
Lowery Thomas LLC
California
$382K – – –
BFS
3532
Baskin Financial Services
Ontario, Canada
$381K – – –
TFA
3533
TPG Financial Advisors
Oregon
$379K +$366K +752 New
BIA
3534
Bell Investment Advisors
California
$378K -$289K -595 -44%
FAM
3535
Forte Asset Management
New York
$378K -$122K -250 -25%
WCAMG
3536
Woodard & Company Asset Management Group
North Carolina
$378K – – –
TL
3537
Tradewinds LLC
North Carolina
$377K +$19.4K +40 +6%
DDC
3538
DF Dent & Co
Maryland
$377K -$26.2K -54 -7%
SWP
3539
ShoreHaven Wealth Partners
New Jersey
$376K +$17.5K +36 +5%
CA
3540
CapWealth Advisors
Tennessee
$375K – – –
4WM
3541
49 Wealth Management
Texas
$375K -$141K -290 -28%
WIA
3542
Wetzel Investment Advisors
Indiana
$375K -$1.94K -4 -0.5%
AWM
3543
Altus Wealth Management
Kentucky
$374K +$21.4K +44 +6%
IEFM
3544
IQ EQ Fund Management
Ireland
$374K +$361K +742 New
UB
3545
Umpqua Bank
Oregon
$374K +$101K +208 +39%
MA
3546
MKT Advisors
California
$373K – – –
DTC
3547
Davidson Trust Company
Washington
$373K – – –
HFA
3548
Highland Financial Advisors
New Jersey
$373K – – –
CP
3549
Camelot Portfolios
Ohio
$373K +$359K +739 New
WCWM
3550
Willow Creek Wealth Management
California
$372K +$20.4K +42 +6%