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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
2101
Voya Financial Advisors
Connecticut
$550K -$131K -1,640 -19%
LAM
2102
Lynch Asset Management
Pennsylvania
$549K +$569K +7,150 New
PPG
2103
Peak Planning Group
Colorado
$547K +$235K +2,955 +71%
SP
2104
Successful Portfolios
Florida
$545K +$7.96K +100 +1%
FNBSF
2105
First National Bank Sioux Falls
South Dakota
$544K +$59.3K +744 +12%
TCOO
2106
Trust Company of Oklahoma
Oklahoma
$543K -$15.9K -200 -3%
CSI
2107
Cross Staff Investments
New York
$543K +$564K +7,085 New
IA
2108
IFG Advisors
Missouri
$540K +$10.4K +130 +2%
MA
2109
MBA Advisors
Pennsylvania
$540K +$148K +1,855 +36%
FMTC
2110
Farmers & Merchants Trust Company
California
$538K -$160K -2,006 -22%
CC
2111
Cornerstone Capital
California
$537K -$71.6K -899 -11%
CPSC
2112
Carl P. Sherr & Co
Massachusetts
$537K +$107K +1,341 +24%
CL
2113
CSS LLC
Illinois
$536K +$558K +7,000 New
CWM
2114
Connecticut Wealth Management
Connecticut
$535K -$68.8K -864 -11%
HCM
2115
Hall Capital Management
Rhode Island
$534K -$243K -3,055 -30%
AAM
2116
AMI Asset Management
California
$533K +$58.2K +731 +12%
MPW
2117
Monterey Private Wealth
California
$532K +$1.91K +24 +0.3%
FPAS
2118
Focus Partners Advisor Solutions
Missouri
$532K +$552K +6,935 New
TRIA
2119
Trail Ridge Investment Advisors
Colorado
$529K +$550K +6,906 New
NAM
2120
NorthCrest Asset Manangement
Minnesota
$529K +$550K +6,907 New
Pzena Investment Management
2121
Pzena Investment Management
New York
$528K -$58.5K -734 -10%
PPP
2122
Private Portfolio Partners
New Jersey
$528K -$163K -2,044 -23%
FWM
2123
Focused Wealth Management
New York
$527K -$132K -1,661 -19%
AIIMS
2124
Analyst IMS Investment Management Services
Israel
$526K
PMFA
2125
Plante Moran Financial Advisors
Michigan
$522K -$123K -1,546 -19%