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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
2076
Partnervest Advisory Services
California
$352K -$31.2K -751 -8%
PWAG
2077
Polaris Wealth Advisory Group
California
$351K -$341K -8,219 -49%
LPC
2078
Loeb Partners Corp
New York
$349K
VCM
2079
Versant Capital Management
Arizona
$348K +$54.7K +1,318 +19%
PFM
2080
Probabilities Fund Management
New York
$347K +$348K +8,391 New
LIA
2081
LBMC Investment Advisors
Tennessee
$346K -$25.7K -619 -7%
TIM
2082
Tortoise Investment Management
New York
$345K -$48.2K -1,160 -12%
CCM
2083
Copeland Capital Management
Pennsylvania
$345K -$1.87K -45 -0.5%
AAM
2084
Ascension Asset Management
New York
$345K
PG
2085
Patten Group
Tennessee
$345K +$116K +2,799 +51%
SCM
2086
Sterneck Capital Management
Missouri
$344K -$2.53K -61 -0.7%
DOA
2087
D'Orazio & Associates
Virginia
$343K +$44.7K +1,076 +15%
AP
2088
Advisors Preferred
Maryland
$341K -$361K -8,685 -51%
AWE
2089
Avidian Wealth Enterprises
Texas
$341K +$106K +2,542 +45%
SLA
2090
Silver Lake Advisory
Utah
$340K +$1.29K +31 +0.4%
BWCS
2091
Beirne Wealth Consulting Services
Connecticut
$339K +$340K +8,189 New
CSPIA
2092
Cary Street Partners Investment Advisory
Virginia
$339K +$340K +8,194 New
CHA
2093
Cedar Hill Associates
Illinois
$338K -$351K -8,453 -51%
HHGA
2094
Halbert Hargrove Global Advisors
California
$338K -$8.88K -214 -3%
GC
2095
Gilbert & Cook
Iowa
$338K -$581 -14 -0.2%
WLIM
2096
White Lighthouse Investment Management
Massachusetts
$337K -$25.1K -605 -7%
CWM
2097
Campbell Wealth Management
Virginia
$337K +$337K +8,126 New
FCIM
2098
Fairview Capital Investment Management
California
$335K +$208 +5 +0.1%
HCA
2099
Horan Capital Advisors
Ohio
$335K +$28.7K +691 +9%
O
2100
Ossiam
France
$335K +$336K +8,095 New