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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2501
Filbrandt Wealth Management
Wisconsin
$137K +$135K +4,671 New
CIM
2502
Contravisory Investment Management
Massachusetts
$136K +$7.59K +263 +6%
JFA
2503
Johanson Financial Advisors
California
$136K +$133K +4,592 New
EARNEST Partners
2504
EARNEST Partners
Georgia
$135K – – –
BEAM
2505
Baker Ellis Asset Management
Washington
$132K -$191K -6,620 -60%
NEAM
2506
New England Asset Management
Connecticut
$132K – – –
ECM
2507
EII Capital Management
New York
$131K – – –
CAL
2508
Capital Advisors Ltd
Ohio
$130K +$49.7K +1,721 +65%
POIA
2509
Pin Oak Investment Advisors
Texas
$125K -$21.6K -747 -15%
RFWA
2510
RPg Family Wealth Advisory
Massachusetts
$125K +$520 +18 +0.4%
AW
2511
Alpha Windward
Massachusetts
$123K -$11.4K -394 -9%
CIP
2512
Capital Insight Partners
Arizona
$122K +$120K +4,148 New
LWA
2513
Lowe Wealth Advisors
Maryland
$120K – – –
MWA
2514
Moser Wealth Advisors
Washington
$117K +$114K +3,961 New
CI
2515
CX Institutional
Indiana
$116K +$23.3K +806 +26%
NCM
2516
New Capital Management
Texas
$115K – – –
SFFS
2517
Stonehage Fleming Financial Services
Jersey
$113K -$62K -2,146 -36%
CFG
2518
CKW Financial Group
Hawaii
$106K – – –
FMTCOCP
2519
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$100K -$4.79K -166 -5%
SIAS
2520
Shine Investment Advisory Services
Colorado
$100K – – –
IA
2521
IndexIQ Advisors
New York
$99K +$96.4K +3,338 New
TFA
2522
Toth Financial Advisory
Virginia
$98K -$18.6K -644 -16%
SA
2523
SRH Advisors
Kansas
$96K – – –
SL
2524
Salomon & Ludwin
Virginia
$91K – – –
PWP
2525
Personal Wealth Partners
Minnesota
$81K – – –