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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1226
Morse Asset Management
Connecticut
$826K -$85.6K -611 -10%
IA
1227
IFG Advisory
Georgia
$825K -$20.7K -148 -3%
CAM
1228
Claret Asset Management
Quebec, Canada
$821K -$87.1K -622 -10%
AHC
1229
Anderson Hoagland & Co
Missouri
$821K – – –
WDL
1230
Well Done LLC
Michigan
$820K -$10.2K -73 -1%
PA
1231
Probity Advisors
Texas
$818K -$14.4K -103 -2%
Kovitz Investment Group Partners
1232
Kovitz Investment Group Partners
Illinois
$816K +$54.3K +388 +8%
LTI
1233
Laffer Tengler Investments
Tennessee
$813K +$768K +5,482 +16,612%
DI
1234
DAGCO Inc
Ohio
$813K -$44.4K -317 -5%
GDP
1235
Great Diamond Partners
Maine
$800K +$760K +5,425 New
OEP
1236
Ocean Endowment Partners
Illinois
$797K +$757K +5,406 New
JIP
1237
Jaffetilchin Investment Partners
Florida
$795K -$65.7K -469 -8%
CPA
1238
Clear Perspective Advisors
Illinois
$795K +$65.7K +469 +10%
EWM
1239
Empirical Wealth Management
Washington
$792K +$66.4K +474 +10%
PG
1240
Proffitt & Goodson
Tennessee
$788K +$22.4K +160 +3%
LS
1241
Livforsakringsbolaget Skandia
Sweden
$783K -$402K -2,871 -35%
HWA
1242
HCR Wealth Advisors
California
$783K +$49.3K +352 +7%
EW
1243
Evoke Wealth
California
$782K -$80.7K -576 -10%
DA
1244
Detalus Advisors
Missouri
$782K +$742K +5,301 New
TC
1245
Telemus Capital
Michigan
$780K -$1.07M -7,609 -59%
SBWM
1246
Sunflower Bank Wealth Management
Arizona
$779K +$121K +861 +19%
RCM
1247
RB Capital Management
Nevada
$775K -$33.6K -240 -4%
TSW
1248
Thompson Siegel & Walmsley
Virginia
$775K +$10.1K +72 +1%
LFS
1249
Legacy Financial Strategies
Kansas
$769K +$79.3K +566 +12%
HCMNY
1250
Howard Capital Management (New York)
New York
$768K -$289K -2,063 -28%