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Name Holding Trade Value Shares
Change
Change in
Stake
CL
1176
Choreo LLC
Illinois
$373K -$493K -6,138 -58%
QCG
1177
Quadrant Capital Group
Ohio
$371K +$9.32K +116 +3%
CPO
1178
Cerity Partners OCIO
New York
$368K -$272K -3,384 -44%
BCM
1179
Brookstone Capital Management
Illinois
$368K +$349K +4,346 New
TFS
1180
TrustCore Financial Services
Tennessee
$362K +$2.41K +30 +0.7%
WC
1181
Whitnell & Co
Illinois
$356K -$44.2K -550 -12%
PVH
1182
Psagot Value Holdings
Israel
$356K – – –
MSR
1183
Main Street Research
Connecticut
$356K +$48.2K +600 +17%
TA
1184
TMD & Associates
Arizona
$354K +$336K +4,182 New
WPW
1185
Waldron Private Wealth
Pennsylvania
$353K -$2.17K -27 -0.6%
CA
1186
Cornerstone Advisory
Maryland
$353K – – –
WIM
1187
Westside Investment Management
California
$351K +$13.3K +165 +4%
CCP
1188
Corient Capital Partners
California
$351K – – –
BCP
1189
Berkeley Capital Partners
Georgia
$348K -$6.59K -82 -2%
BCWM
1190
Blue Chip Wealth Management
Florida
$346K -$12.9K -161 -4%
BFEC
1191
Benjamin F. Edwards & Company
Missouri
$345K -$44.5K -554 -12%
1IA
1192
1834 Investment Advisors
Wisconsin
$345K – – –
SNT
1193
Security National Trust
West Virginia
$345K – – –
AI
1194
Accredited Investors
Minnesota
$341K -$15.3K -191 -5%
VFA
1195
Valeo Financial Advisors
Indiana
$340K -$18.6K -231 -5%
GHAM
1196
Gilman Hill Asset Management
Connecticut
$339K – – –
SSP
1197
Sapphire Star Partners
Washington
$337K -$17.5K -218 -5%
MA
1198
Mutual Advisors
Nebraska
$335K -$725K -9,030 -70%
BC
1199
Burleson & Co
California
$335K – – –
SCA
1200
Snowden Capital Advisors
New York
$335K +$317K +3,952 New