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Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
1551
Newman Dignan & Sheerar Inc
Rhode Island
$538K -$93.9K -923 -14%
NPA
1552
Nichols & Pratt Advisers
Massachusetts
$538K
FBFS
1553
First Business Financial Services
Wisconsin
$537K
PWM
1554
Proathlete Wealth Management
Florida
$534K -$2.14K -21 -0.4%
OCM
1555
One Capital Management
California
$532K +$90.6K +891 +19%
NL
1556
NWAM LLC
Washington
$531K
SC
1557
Syon Capital
California
$530K -$20.8K -204 -3%
FWA
1558
FSM Wealth Advisors
Ohio
$530K -$11.6K -114 -2%
SAW
1559
Signal Advisors Wealth
Michigan
$526K +$27.4K +269 +5%
WCA
1560
Waypoint Capital Advisors
Minnesota
$524K +$1.53K +15 +0.3%
LCGC
1561
Legacy Capital Group California
California
$524K +$17.1K +168 +3%
SGCA
1562
Steel Grove Capital Advisors
Tennessee
$523K +$16.5K +162 +3%
CT
1563
Chicago Trust
Illinois
$522K -$33.8K -332 -6%
CCWM
1564
Cassaday & Co Wealth Management
Virginia
$519K +$2.44K +24 +0.4%
LF
1565
LifePlan Financial
Minnesota
$518K -$44.7K -439 -7%
HFA
1566
Harbert Fund Advisors
Alabama
$517K +$559K +5,500 New
LFG
1567
Larson Financial Group
Missouri
$513K -$130K -1,281 -19%
LFA
1568
Laraway Financial Advisors
Minnesota
$513K -$30.5K -300 -5%
WI
1569
Wintrust Investments
Illinois
$512K -$34.7K -341 -6%
FFM
1570
Forum Financial Management
Illinois
$510K
LJAC
1571
L.J. Altfest & Co
New York
$509K -$814 -8 -0.1%
MAM
1572
Magellan Asset Management
Australia
$509K -$37.3K -367 -6%
OAM
1573
Oxford Asset Management
United Kingdom
$507K +$137K +1,342 +33%
MIS
1574
Morningstar Investment Services
Illinois
$505K -$500K -4,918 -48%
SIG
1575
Sargent Investment Group
Maryland
$503K -$24.1K -237 -4%