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Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1101
Fisher Asset Management
Washington
$817K +$63.5K +810 +9%
IA
1102
IFG Advisory
Georgia
$812K -$594K -7,575 -44%
HCM
1103
Hollencrest Capital Management
California
$812K +$1.02K +13 +0.1%
FMTC
1104
Farmers & Merchants Trust Company
California
$810K +$51.8K +660 +7%
DA
1105
Duality Advisers
Florida
$808K -$11.2M -142,250 -94%
EGM
1106
Engineers Gate Manager
New York
$806K -$1.49M -19,010 -66%
IWA
1107
Independence Wealth Advisors
Virginia
$806K
WC
1108
Whitnell & Co
Illinois
$805K
IWM
1109
IHT Wealth Management
Illinois
$797K -$238K -3,041 -24%
Verition Fund Management
1110
Verition Fund Management
Connecticut
$796K -$1.45M -18,527 -66%
CIA
1111
CSat Investment Advisory
Michigan
$792K +$419K +5,341 +130%
MFG
1112
Magnus Financial Group
New York
$791K +$20.2K +258 +3%
MCP
1113
Mirador Capital Partners
California
$791K +$50.7K +646 +7%
MPI
1114
Mairs & Power Inc
Minnesota
$786K -$31.4K -400 -4%
CPIA
1115
Cornell Pochily Investment Advisors
New York
$785K -$19.4K -247 -3%
SS
1116
Sunbelt Securities
Texas
$785K +$45K +574 +7%
GCP
1117
GSA Capital Partners
United Kingdom
$782K -$1.62M -20,677 -69%
SIC
1118
SFE Investment Counsel
California
$778K -$153K -1,950 -17%
AAS
1119
Avantax Advisory Services
Texas
$777K -$7.14K -91 -1%
PO
1120
Private Ocean
California
$774K +$15K +191 +2%
CFA
1121
Carroll Financial Associates
North Carolina
$772K -$78.6K -1,002 -10%
KTC
1122
Kistler-Tiffany Companies
Pennsylvania
$772K -$20.1K -256 -3%
ANBT
1123
American National Bank & Trust
Texas
$769K +$30.2K +385 +4%
BAM
1124
Belpointe Asset Management
Nevada
$764K -$32.9K -420 -4%
APP
1125
Avantax Planning Partners
Iowa
$762K -$10K -128 -1%