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Name Holding Trade Value Shares
Change
Change in
Stake
BW
1551
Biegel & Waller
Maryland
$268K -$20.6K -119 -7%
FC
1552
FIC Capital
New York
$268K – – –
CPA
1553
Capital Planning Advisors
California
$268K +$7.28K +42 +3%
GIM
1554
Groesbeck Investment Management
New Jersey
$262K – – –
TCM
1555
Tradewinds Capital Management
Washington
$261K -$10.2K -59 -4%
AW
1556
Alpha Windward
Massachusetts
$260K -$1.73K -10 -0.7%
FTI
1557
Fiduciary Trust International
Massachusetts
$260K – – –
GC
1558
Gibson Capital
Pennsylvania
$260K – – –
TAM
1559
Todd Asset Management
Kentucky
$258K -$64.1K -370 -20%
IFS
1560
Ifrah Financial Services
Arkansas
$258K – – –
VCM
1561
Versant Capital Management
Arizona
$257K -$8.84K -51 -3%
FPCM
1562
Financial Partners Capital Management
New York
$257K – – –
FNBSF
1563
First National Bank Sioux Falls
South Dakota
$257K – – –
AP
1564
Atwood & Palmer
Missouri
$255K -$6.58K -38 -3%
MF
1565
Magnetar Financial
Illinois
$254K -$2.05M -11,822 -89%
AssetMark Inc
1566
AssetMark Inc
California
$254K +$8.49K +49 +4%
HHGA
1567
Halbert Hargrove Global Advisors
California
$253K -$89.4K -516 -26%
BA
1568
BKS Advisors
Michigan
$253K – – –
HC
1569
Hourglass Capital
Texas
$253K +$1.56K +9 +0.6%
LC
1570
LCNB Corp
Ohio
$251K – – –
GBBWRPM
1571
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$247K – – –
BCP
1572
Berkeley Capital Partners
Georgia
$247K +$244K +1,409 New
SS
1573
Simplicity Solutions
Minnesota
$246K -$290K -1,675 -54%
KWM
1574
Kingsview Wealth Management
Oregon
$245K -$52K -300 -18%
AAS
1575
Annex Advisory Services
Wisconsin
$245K – – –