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Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
1201
Valtinson Bruner Financial Planning
Minnesota
$767K -$58.2K -311 -8%
MIM
1202
Marco Investment Management
Georgia
$766K
AIM
1203
Alhambra Investment Management
Florida
$766K +$359K +1,916 +98%
CIM
1204
CIM Investment Management
Pennsylvania
$764K -$779K -4,160 -52%
KA
1205
Kovack Advisors
Florida
$763K +$143K +766 +25%
LIM
1206
Leavell Investment Management
Alabama
$761K
JWCA
1207
J.W. Coons Advisors
Ohio
$757K
BOS
1208
Bingham Osborn & Scarborough
California
$757K +$24.7K +132 +4%
WFC
1209
Western Financial Corp
California
$753K +$56.9K +304 +9%
FG
1210
Foster Group
Iowa
$752K
CG
1211
Corundum Group
Colorado
$752K +$17.2K +92 +2%
TCOO
1212
Trust Company of Oklahoma
Oklahoma
$750K +$7.11K +38 +1%
BFIC
1213
Bedell Frazier Investment Counselling
California
$748K
YIA
1214
YHB Investment Advisors
Connecticut
$743K -$317K -1,695 -32%
AP
1215
Appleton Partners
Massachusetts
$743K -$43.4K -232 -6%
CG
1216
Caprock Group
Idaho
$741K -$62.5K -334 -8%
SVWAG
1217
Sound View Wealth Advisors Group
Georgia
$740K -$32.4K -173 -4%
AFA
1218
Abacus FCF Advisors
Florida
$739K +$689K +3,682 New
B
1219
Bellecapital
Switzerland
$738K +$20K +107 +3%
First Manhattan
1220
First Manhattan
New York
$736K -$15K -80 -2%
PCA
1221
Personal Capital Advisors
California
$733K -$49.2K -263 -7%
PR
1222
Payden & Rygel
California
$733K +$206K +1,100 +42%
AAM
1223
AMI Asset Management
California
$732K +$48.5K +259 +8%
LSAG
1224
Lake Street Advisors Group
New Hampshire
$731K +$20.8K +111 +3%
GM
1225
GeoWealth Management
Illinois
$730K -$53.9K -288 -7%