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Name Holding Trade Value Shares
Change
Change in
Stake
WIP
1626
Wellesley Investment Partners
Massachusetts
$334K +$280 +2 +0.1%
BCM
1627
Brookstone Capital Management
Illinois
$334K +$19.6K +140 +7%
TCM
1628
Tradewinds Capital Management
Washington
$333K +$129K +921 +69%
TA
1629
TCG Advisors
Texas
$332K +$9.52K +68 +3%
PO
1630
Private Ocean
California
$331K – – –
AssetMark Inc
1631
AssetMark Inc
California
$331K +$46.8K +334 +17%
SLT
1632
St Louis Trust
Missouri
$328K – – –
PCM
1633
Poehling Capital Management
Wisconsin
$327K -$16.7K -119 -5%
DWM
1634
Destination Wealth Management
California
$327K +$311K +2,219 New
SC
1635
Steph & Co
Wisconsin
$326K +$310K +2,213 New
RFN
1636
RDA Financial Network
Iowa
$325K – – –
FDS
1637
Freedom Day Solutions
Texas
$325K +$47.6K +340 +18%
NCM
1638
Northside Capital Management
Oregon
$324K -$50.3K -359 -14%
SW
1639
SlateStone Wealth
Florida
$321K +$305K +2,177 New
LC
1640
Lindbrook Capital
California
$320K -$3.08K -22 -1%
WFM
1641
Wolff Financial Management
Michigan
$319K +$17.9K +128 +6%
TA
1642
TFG Advisers
Michigan
$318K -$29.4K -210 -9%
IP
1643
Investment Partners
Ohio
$318K +$1.96K +14 +0.7%
MFG
1644
Merit Financial Group
Georgia
$318K +$302K +2,155 New
JLBC
1645
J.L. Bainbridge & Co
Florida
$316K -$1.68K -12 -0.6%
QSS
1646
Quantitative Systematic Strategies
Florida
$316K +$300K +2,143 New
TI
1647
tru Independence
Oregon
$316K +$389K +2,780 New
SFG
1648
Summit Financial Group
West Virginia
$315K – – –
BDF
1649
Balasa Dinverno & Foltz
$313K -$8.12K -58 -3%
SQA
1650
Simon Quick Advisors
New Jersey
$312K +$16.4K +117 +6%