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Name Holding Trade Value Shares
Change
Change in
Stake
HFP
1476
Holistic Financial Partners
Indiana
$204K -$716 -11 -0.3%
MMM
1477
Mendel Money Management
Illinois
$203K +$226K +3,478 New
RA
1478
Royce & Associates
New York
$203K – – –
AC
1479
Abbrea Capital
California
$202K -$195K -3,001 -46%
GWS
1480
Glassman Wealth Services
Virginia
$202K +$158K +2,420 +235%
TWM
1481
Thrive Wealth Management
Pennsylvania
$201K -$34.1K -523 -13%
GA
1482
Geller Advisors
New York
$201K -$60.9K -935 -21%
FFA
1483
Founders Financial Alliance
North Carolina
$200K -$50.7K -779 -19%
TF
1484
Tompkins Financial
New York
$198K -$13.3K -204 -6%
AA
1485
Ancora Advisors
Ohio
$196K -$98.5K -1,513 -31%
FAM
1486
Fred Alger Management
New York
$194K -$132K -2,022 -38%
CI Investments Inc
1487
CI Investments Inc
Ontario, Canada
$194K +$6.77K +104 +3%
PFBT
1488
Parkside Financial Bank & Trust
Missouri
$194K +$38.9K +598 +22%
BWM
1489
Baystate Wealth Management
Massachusetts
$194K +$122K +1,868 +129%
GEA
1490
Glen Eagle Advisors
New Jersey
$194K -$3.26K -50 -1%
NSIM
1491
North Star Investment Management
Illinois
$193K -$249K -3,818 -54%
AA
1492
Alta Advisers
United Kingdom
$193K – – –
MIM
1493
Meridiem Investment Management
United Kingdom
$191K – – –
RWP
1494
Revolve Wealth Partners
New Jersey
$189K +$11.5K +176 +6%
WWP
1495
WR Wealth Planners
Missouri
$186K +$31.4K +482 +18%
ASBI
1496
American State Bank (Iowa)
Iowa
$186K – – –
AT
1497
Avalon Trust
New Mexico
$185K -$119K -1,825 -37%
BTI
1498
Blue Trust Inc
Georgia
$185K -$3.97K -61 -2%
SOS
1499
Silver Oak Securities
Tennessee
$184K -$84.2K -1,293 -29%
VSQM
1500
V-Square Quantitative Management
Illinois
$182K +$191K +2,936 +1,622%