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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
1551
Partnervest Advisory Services
California
$476K -$31.7K -523 -6%
BRM
1552
Boston Research & Management
Massachusetts
$475K +$11.4K +188 +2%
HC
1553
Hourglass Capital
Texas
$474K +$2.42K +40 +0.5%
PCMI
1554
Princeton Capital Management Inc
New Jersey
$473K +$88.9K +1,467 +23%
PAS
1555
Professional Advisory Services
Florida
$472K
AIM
1556
Aspen Investment Management
Michigan
$471K
JWBC
1557
J.W. Burns & Co
New York
$469K -$66.3K -1,093 -12%
FI
1558
FormulaFolio Investments
Michigan
$468K -$335K -5,520 -42%
SFS
1559
Summit Financial Strategies
Ohio
$468K -$42.3K -697 -8%
CBA
1560
Coastal Bridge Advisors
Connecticut
$468K +$1.27K +21 +0.3%
WAM
1561
Weatherly Asset Management
California
$467K -$8.73K -144 -2%
IWM
1562
IHT Wealth Management
Illinois
$466K -$9.28K -153 -2%
BC
1563
Banced Corp
Illinois
$465K +$104K +1,717 +29%
LCM
1564
Lucas Capital Management
New Jersey
$461K -$42.9K -708 -9%
VIMU
1565
Veritas Investment Management (UK)
United Kingdom
$453K
SC
1566
Saturna Capital
Washington
$450K
DWM
1567
Destination Wealth Management
California
$449K
BPCA
1568
Bank Pictet & Cie (Asia)
Singapore
$448K
BCM
1569
Bienville Capital Management
New York
$447K -$168K -2,770 -28%
EML
1570
Eos Management LP
New York
$447K
BHTS
1571
Bar Harbor Trust Services
Maine
$444K -$6K -99 -1%
KWMG
1572
King Wealth Management Group
Florida
$443K -$9.15K -151 -2%
FMC
1573
First Merchants Corp
Indiana
$442K -$70.5K -1,163 -14%
PWMAG
1574
Pinnacle Wealth Management Advisory Group
New Jersey
$442K -$667 -11 -0.2%
MIAN
1575
Mariner Independent Advisor Network
Kansas
$441K -$4.11M -67,851 -90%