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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1651
Sigma Investment Counselors
Michigan
$328K -$213K -1,584 -39%
SBA
1652
Secrest Blakey & Associates
North Carolina
$328K +$2.96K +22 +0.9%
CWA
1653
Clarus Wealth Advisors
Arizona
$327K -$19.5K -145 -6%
CFIA
1654
Cantor Fitzgerald Investment Advisors
New York
$327K -$942 -7 -0.3%
SWM
1655
Sugarloaf Wealth Management
Georgia
$326K -$64.2K -477 -16%
OIA
1656
Optimum Investment Advisors
Illinois
$326K +$139K +1,033 +74%
BIP
1657
Blueprint Investment Partners
North Carolina
$326K +$300K +2,228 New
BOM
1658
Bank of Marin
California
$325K – – –
WBG
1659
Wharton Business Group
Pennsylvania
$324K – – –
WFM
1660
Wolff Financial Management
Michigan
$324K +$135 +1 +0%
BCA
1661
Berman Capital Advisors
Georgia
$322K +$153K +1,141 +90%
MF
1662
Magnetar Financial
Illinois
$322K +$324K +2,408 New
MGAM
1663
McGowan Group Asset Management
Texas
$321K -$31.2K -232 -9%
ACM
1664
Armbruster Capital Management
New York
$320K – – –
CAM
1665
Cozad Asset Management
Illinois
$320K – – –
PWS
1666
Private Wealth Strategies
Ohio
$320K – – –
Financial Engines Advisors
1667
Financial Engines Advisors
California
$320K +$107K +798 +50%
FSA
1668
Fort Sheridan Advisors
Illinois
$320K +$322K +2,392 New
EI
1669
Ethic Inc
New York
$319K -$26.4K -196 -8%
WCWM
1670
Willow Creek Wealth Management
California
$318K – – –
SFO
1671
Stokes Family Office
Louisiana
$317K +$318K +2,364 New
NB
1672
Northwest Bancshares
Pennsylvania
$316K -$16.1K -120 -5%
CA
1673
Claro Advisors
Massachusetts
$315K -$31.2K -232 -9%
NDSI
1674
Newman Dignan & Sheerar Inc
Rhode Island
$315K -$4.84K -36 -2%
CAM
1675
Covenant Asset Management
New Jersey
$315K – – –