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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1251
Heritage Wealth Advisors
Virginia
$315K -$20.2K -349 -6%
MCM
1252
Manchester Capital Management
Vermont
$315K -$2.02K -35 -0.6%
DIM
1253
DC Investments Management
Virginia
$312K +$12.8K +222 +4%
AMM
1254
American Money Management
California
$310K +$5.78K +100 +2%
BMCM
1255
Bryn Mawr Capital Management
Pennsylvania
$309K -$130K -2,251 -30%
AIA
1256
AIMZ Investment Advisors
California
$309K -$23.1K -400 -7%
KSA
1257
Ken Stern & Associates
California
$309K +$34K +589 +12%
PAS
1258
Partnervest Advisory Services
California
$307K -$116K -1,998 -27%
JFGIW
1259
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$307K
BFM
1260
Boston Financial Management
Massachusetts
$305K -$21.4K -370 -7%
SMFS
1261
Squar Milner Financial Services
California
$302K +$4.91K +85 +2%
IG
1262
Ithaka Group
Virginia
$297K -$24.7K -427 -8%
BCWM
1263
Blue Chip Wealth Management
Florida
$296K +$296K +5,114 New
LCM
1264
Leisure Capital Management
California
$295K +$295K +5,103 New
BI
1265
Ballast Inc
Kentucky
$291K +$21K +363 +8%
NGA
1266
Naples Global Advisors
Florida
$290K -$10.9K -188 -4%
PGA
1267
Premia Global Advisors
Florida
$290K
FMWA
1268
Forvis Mazars Wealth Advisors
Missouri
$290K +$8.9K +154 +3%
AFM
1269
Abbot Financial Management
Massachusetts
$289K -$43.4K -750 -13%
CAM
1270
Cypress Asset Management
Texas
$289K -$16.8K -290 -5%
ZIG
1271
Zuckerman Investment Group
Illinois
$289K
FWP
1272
FAS Wealth Partners
Kansas
$288K +$173 +3 +0.1%
Verition Fund Management
1273
Verition Fund Management
Connecticut
$287K -$793K -13,721 -73%
PFPT
1274
Pinnacle Financial Partners (Tennessee)
Tennessee
$286K +$6.71K +116 +2%
EWM
1275
Elite Wealth Management
Washington
$285K