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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
2951
Taurus Asset Management
New York
$207K – – –
HWM
2952
HighMark Wealth Management
Minnesota
$207K +$502 +20 +0.3%
AT
2953
Arvest Trust
Oklahoma
$207K +$190K +7,590 New
AF
2954
Apexium Financial
Texas
$206K – – –
LCM
2955
Lewis Capital Management
California
$206K – – –
SAM
2956
Satovsky Asset Management
New York
$206K – – –
BWM
2957
BCS Wealth Management
Tennessee
$203K -$21.3K -850 -10%
RWA
2958
Roberts Wealth Advisors
California
$203K – – –
SWM
2959
Soundmark Wealth Management
Washington
$203K +$186K +7,430 New
BST
2960
Bath Savings Trust
Maine
$202K – – –
Apella Capital
2961
Apella Capital
Connecticut
$202K +$5.02K +200 +3%
NG
2962
Northstar Group
New York
$202K +$5.02K +200 +3%
SEA
2963
Stegent Equity Advisors
Texas
$201K -$123K -4,890 -40%
CFSG
2964
Clark Financial Services Group
Missouri
$201K -$114K -4,550 -38%
ACM
2965
Avalon Capital Management
California
$200K – – –
LSV Asset Management
2966
LSV Asset Management
Illinois
$191K -$25.1K -1,000 -13%
JSAM
2967
J. Safra Asset Management
New York
$191K – – –
FFA
2968
Fairfield Financial Advisors
Massachusetts
$183K +$169K +6,720 New
RIM
2969
Rockbridge Investment Management
New York
$182K -$146K -5,810 -46%
ARK Investment Management
2970
ARK Investment Management
Florida
$178K -$3.01K -120 -2%
ACA
2971
Atlas Capital Advisors
Wyoming
$176K -$25.1K -1,000 -13%
TFP
2972
Tilia Fiduciary Partners
North Carolina
$175K -$12.3K -490 -7%
KFS
2973
Kelly Financial Services
Massachusetts
$167K +$1.5K +60 +1%
DAC
2974
Dividend Assets Capital
South Carolina
$164K – – –
LWP
2975
Laurel Wealth Planning
Minnesota
$164K +$150K +6,000 New