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Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
1051
Squar Milner Financial Services
California
$559K -$175K -1,492 -25%
NIM
1052
Northeast Investment Management
Massachusetts
$555K +$33.8K +288 +7%
GCP
1053
GSA Capital Partners
United Kingdom
$552K +$505K +4,304 New
PBC
1054
Pavion Blue Capital
California
$551K +$504K +4,296 New
First Manhattan
1055
First Manhattan
New York
$548K -$24.4K -208 -5%
KFA
1056
Krane Funds Advisors
New York
$547K -$64.7K -551 -11%
I2I
1057
Insight 2811 Inc
Illinois
$546K -$376K -3,200 -43%
TFS
1058
Thoroughbred Financial Services
Tennessee
$543K +$27.5K +234 +6%
SC
1059
Savant Capital
Illinois
$543K +$36.4K +310 +8%
GVAG
1060
Great Valley Advisor Group
Delaware
$536K +$111K +943 +29%
EWM
1061
Executive Wealth Management
Michigan
$535K +$490K +4,173 New
NCM
1062
Northside Capital Management
Oregon
$534K – – –
1IA
1063
1834 Investment Advisors
Wisconsin
$533K -$51.1K -435 -9%
ACA
1064
Atlas Capital Advisors
Wyoming
$532K -$2.35K -20 -0.5%
RWA
1065
Redhawk Wealth Advisors
Minnesota
$529K +$171K +1,454 +54%
FFA
1066
First Foundation Advisors
California
$527K -$42.5K -362 -8%
AA
1067
Ancora Advisors
Ohio
$526K -$58.7K -500 -11%
BHWM
1068
Bar Harbor Wealth Management
New Hampshire
$525K -$12.4K -106 -3%
AP
1069
Appleton Partners
Massachusetts
$523K – – –
VBFP
1070
Valtinson Bruner Financial Planning
Minnesota
$523K +$38.8K +331 +8%
CWP
1071
Capital Wealth Planning
Florida
$521K -$9.39K -80 -2%
PVWM
1072
Point View Wealth Management
New Jersey
$517K -$11.4K -97 -2%
WP
1073
WealthSource Partners
California
$516K -$133K -1,136 -22%
IFS
1074
Ifrah Financial Services
Arkansas
$516K -$104K -885 -18%
CST
1075
Charles Schwab Trust
Nevada
$515K +$27.1K +231 +6%