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Name Holding Trade Value Shares
Change
Change in
Stake
IC
876
Inverness Counsel
New York
$292K – – –
JSP
877
Jackson Square Partners
California
$292K +$87K +720 +38%
CCM
878
Covington Capital Management
California
$291K – – –
CFA
879
Carroll Financial Associates
North Carolina
$291K +$146K +1,210 +85%
SW
880
SVB Wealth
Massachusetts
$290K +$64K +530 +25%
SF
881
Symphony Financial
Texas
$289K +$302K +2,500 New
BFS
882
Bard Financial Services
Connecticut
$288K +$30.2K +250 +11%
SBWIC
883
Schaper Benz & Wise Investment Counsel
Wisconsin
$287K – – –
KCM
884
Karp Capital Management
California
$285K +$312K +2,580 New
FA
885
Fiducient Advisors
Illinois
$282K – – –
WAP
886
Wealthcare Advisory Partners
Pennsylvania
$281K -$18.1K -150 -6%
KPW
887
Kore Private Wealth
New York
$280K -$65.2K -540 -18%
VC
888
Veracity Capital
Georgia
$279K +$7.25K +60 +2%
DLA
889
Douglas Lane & Associates
New York
$279K +$30.2K +250 +11%
4WM
890
4J Wealth Management
Virginia
$279K +$64K +530 +27%
GGS
891
Galvin Gaustad & Stein
Arizona
$277K -$60.4K -500 -17%
PC
892
Pecaut & Co
Iowa
$277K – – –
PWS
893
Private Wealth Strategies
Ohio
$277K – – –
PFA
894
Pettinga Financial Advisors
Indiana
$277K +$45.9K +380 +18%
BMCM
895
Burns Matteson Capital Management
New York
$274K +$38.7K +320 +15%
AG
896
Algert Global
California
$274K – – –
EWM
897
Elite Wealth Management
Washington
$274K +$12.1K +100 +4%
AMC
898
Asset Management Corp
Illinois
$273K -$43.5K -360 -13%
MCC
899
Money Concepts Capital
Florida
$272K +$297K +2,460 New
RW
900
REDW Wealth
New Mexico
$271K – – –