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Name Holding Trade Value Shares
Change
Change in
Stake
TWP
851
Tempus Wealth Planning
California
$275K +$281K +4,781 New
JWCA
852
J.W. Coons Advisors
Ohio
$275K
BFA
853
Bill Few Associates
Pennsylvania
$273K +$2.94K +50 +1%
BBA
854
BLB&B Advisors
Pennsylvania
$272K -$144K -2,448 -34%
CC
855
Chicago Capital
Illinois
$270K
MHC
856
Meyer Handelman Company
New York
$270K
CIAS
857
Capital Investment Advisory Services
North Carolina
$269K -$161K -2,743 -37%
PCS
858
Personal CFO Solutions
New Jersey
$269K +$10.8K +183 +4%
CAI
859
Capital Advisors Inc
Oklahoma
$268K +$1.59K +27 +0.6%
GIP
860
Granite Investment Partners
California
$268K
WPW
861
Waldron Private Wealth
Pennsylvania
$265K +$271K +4,607 New
SFC
862
Strategic Financial Concepts
Texas
$265K +$271K +4,601 New
KC
863
Kenfarb & Co
Kentucky
$265K -$58.8K -1,000 -18%
GIA
864
Guyasuta Investment Advisors
Pennsylvania
$265K +$271K +4,600 New
GVAG
865
Great Valley Advisor Group
Delaware
$265K -$1.16M -19,782 -81%
CLOS
866
Compagnie Lombard Odier SCmA
Switzerland
$263K -$212K -3,600 -44%
CCG
867
Chatham Capital Group
Georgia
$262K
CAM
868
Carret Asset Management
New York
$261K
PS
869
Planned Solutions
California
$260K +$8.24K +140 +3%
Schroder Investment Management Group
870
Schroder Investment Management Group
United Kingdom
$257K
Citadel Advisors
871
Citadel Advisors
Florida
$255K +$136K +2,318 +110%
APG
872
Abacus Planning Group
South Carolina
$255K
WT
873
Washington Trust
Rhode Island
$254K -$27.1K -460 -9%
Kovitz Investment Group Partners
874
Kovitz Investment Group Partners
Illinois
$253K +$259K +4,399 New
PWP
875
Phillips Wealth Planners
Mississippi
$252K +$241K +4,098 New