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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
476
Personal CFO Solutions
New Jersey
$271K +$43.3K +847 +18%
BB
477
Berkshire Bank
Massachusetts
$271K +$27.9K +546 +11%
FGP
478
Foyston, Gordon, & Payne
Ontario, Canada
$271K -$3.88K -76 -1%
GSEP
479
Golden State Equity Partners
California
$270K +$58.2K +1,139 +26%
Pzena Investment Management
480
Pzena Investment Management
New York
$270K +$9.96K +195 +4%
DP
481
Dearborn Partners
Illinois
$268K +$6.8K +133 +2%
JCM
482
Jacobi Capital Management
Pennsylvania
$267K -$3.58K -70 -1%
WH
483
Willner & Heller
California
$265K -$31.4K -615 -10%
BGAI
484
Bruce G. Allen Investments
Colorado
$265K +$13.1K +257 +5%
WPC
485
Wedmont Private Capital
Pennsylvania
$262K -$19.6K -383 -7%
FRA
486
Frank Rimerman Advisors
California
$261K +$276K +5,396 New
CF
487
Centaurus Financial
California
$259K +$15K +294 +6%
SVWAG
488
Sound View Wealth Advisors Group
Georgia
$259K -$11.5K -225 -4%
EWA
489
EP Wealth Advisors
California
$257K +$27.6K +540 +11%
NWWA
490
New Wave Wealth Advisors
Arkansas
$256K -$1.23K -24 -0.5%
FA
491
FDx Advisors
Illinois
$255K -$9.76K -191 -3%
ABLA
492
Alan B. Lancz & Associates
Ohio
$254K
FA
493
Fiduciary Alliance
South Carolina
$254K +$79.8K +1,562 +42%
AAP
494
Arax Advisory Partners
Colorado
$254K -$43.1K -844 -14%
JWCA
495
J.W. Cole Advisors
Florida
$253K +$3.98K +78 +2%
GSWA
496
Good Steward Wealth Advisors
Tennessee
$253K -$196K -3,833 -42%
AIIMS
497
Analyst IMS Investment Management Services
Israel
$252K
IFG
498
Independent Financial Group
California
$250K +$23.3K +456 +10%
TCOV
499
Trust Company of Vermont
Vermont
$250K
IAA
500
Independent Advisor Alliance
North Carolina
$249K +$46.9K +918 +22%