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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
476
Nadler Financial Group
Illinois
$225K – – –
VC
477
Vicus Capital
Pennsylvania
$225K – – –
IC
478
IEQ Capital
California
$225K +$219K +1,050 New
CAG
479
Crestwood Advisors Group
Massachusetts
$224K – – –
W
480
WealthStone
Ohio
$221K -$345K -1,654 -62%
BIAS
481
Beacon Investment Advisory Services
New Jersey
$220K +$215K +1,029 New
OIA
482
Optimum Investment Advisors
Illinois
$219K – – –
CAGAS
483
Capital Advisory Group Advisory Services
Minnesota
$218K +$146K +702 +221%
Vanguard Personalized Indexing Management
484
Vanguard Personalized Indexing Management
California
$215K +$210K +1,006 New
RHBC
485
R.H. Bluestein & Co
Michigan
$214K -$261K -1,250 -56%
GHAM
486
Gilman Hill Asset Management
Connecticut
$214K -$52.1K -250 -20%
AFG
487
Albion Financial Group
Utah
$214K – – –
LIA
488
LBMC Investment Advisors
Tennessee
$214K – – –
MMPW
489
Mitchell McLeod Pugh & Williams
Alabama
$214K – – –
LCS
490
Levin Capital Strategies
New York
$214K +$208K +1,000 New
LSA
491
L & S Advisors
California
$214K +$208K +1,000 New
LWM
492
Lyell Wealth Management
California
$208K -$8.34K -40 -4%
LOAME
493
Lombard Odier Asset Management (Europe)
United Kingdom
$204K +$199K +956 New
AAP
494
Aristotle Atlantic Partners
Florida
$202K +$197K +943 New
NFC
495
Northeast Financial Consultants
Connecticut
$202K +$198K +950 New
CPIG
496
Chicago Partners Investment Group
Illinois
$201K -$4.79K -23 -2%
RE
497
RBC Europe
United Kingdom
$200K +$2.92K +14 +2%
FDCDDQ
498
Federation des caisses Desjardins du Quebec
Quebec, Canada
$194K +$44.2K +212 +31%
FMLI
499
Fukoku Mutual Life Insurance
Japan
$192K -$896K -4,300 -83%
GC
500
Grace Capital
Massachusetts
$191K +$18.8K +90 +11%