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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1926
BCGM Wealth Management
Indiana
$265K
CC
1927
Centiva Capital
New York
$265K -$1.73M -14,774 -86%
SIA
1928
Schear Investment Advisers
Ohio
$264K -$18.2K -156 -6%
BOH
1929
Bank of Hawaii
Hawaii
$263K +$279K +2,383 New
MIS
1930
Morningstar Investment Services
Illinois
$263K +$33.1K +283 +14%
ACM
1931
Advance Capital Management
Michigan
$263K +$279K +2,382 New
TNA
1932
True North Advisors
Texas
$263K +$279K +2,382 New
RWI
1933
Red Wave Investments
Pennsylvania
$263K -$1.29K -11 -0.5%
PCM
1934
Princeton Capital Management
New Jersey
$262K +$22.2K +190 +9%
CAM
1935
Cozad Asset Management
Illinois
$262K
JC
1936
JB Capital
Connecticut
$262K +$702 +6 +0.3%
AIA
1937
Arbor Investment Advisors
North Carolina
$261K +$468 +4 +0.2%
TSW
1938
Thompson Siegel & Walmsley
Virginia
$261K
GIM
1939
Goelzer Investment Management
Indiana
$260K -$26.8K -229 -9%
CAS
1940
CTC Alternative Strategies
Illinois
$259K +$275K +2,350 New
BWP
1941
Baldwin Wealth Partners
Massachusetts
$259K -$11.7K -100 -4%
CCT
1942
Capital City Trust
Florida
$259K
1WA
1943
180 Wealth Advisors
Washington
$258K -$9.82K -84 -3%
HNW
1944
High Note Wealth
Minnesota
$257K -$1.17K -10 -0.4%
IP
1945
Ignite Planners
California
$256K -$15.9K -136 -5%
RPWA
1946
Regent Peak Wealth Advisors
Georgia
$256K -$14.7K -126 -5%
GAM
1947
Gould Asset Management
California
$256K
WFI
1948
West Family Investments
California
$255K -$84.2K -720 -24%
AWAG
1949
ARS Wealth Advisors Group
Florida
$254K +$3.86K +33 +1%
PSF
1950
Pacific Sun Financial
California
$254K +$242K +2,071 New