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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
851
Windward Capital Management
California
$275K -$2.09K -16 -0.8%
WIA
852
World Investment Advisors
California
$272K -$38.4K -294 -13%
HIIFS
853
Harel Insurance Investments & Financial Services
Israel
$272K +$225K +1,728 +596%
SF
854
Symphony Financial
Texas
$271K -$1.63M -12,484 -86%
HFW
855
Horizon Family Wealth
Illinois
$270K +$3K +23 +1%
CIP
856
Convergence Investment Partners
Florida
$266K +$14.2K +109 +6%
KA
857
Kovack Advisors
Florida
$265K -$52.3K -401 -17%
SA
858
Syntax Advisors
New York
$263K -$522 -4 -0.2%
VCG
859
Vantage Consulting Group
Virginia
$263K -$522 -4 -0.2%
CC
860
Callan Capital
California
$261K -$50.2K -385 -17%
ICM
861
IMS Capital Management
Oregon
$258K -$60K -460 -19%
ICP
862
Interchange Capital Partners
Pennsylvania
$253K -$35K -268 -12%
BPWM
863
Badgley Phelps Wealth Managers
Washington
$253K +$245K +1,878 New
AGA
864
Accuvest Global Advisors
Utah
$252K -$799K -6,124 -77%
WP
865
WealthSource Partners
California
$251K +$243K +1,862 New
EWM
866
EPG Wealth Management
Georgia
$248K – – –
BRWM
867
B. Riley Wealth Management
Tennessee
$248K +$31.7K +243 +15%
CBT
868
Central Bank & Trust
Kentucky
$246K -$41.9K -321 -15%
RIA
869
Regal Investment Advisors
Michigan
$240K – – –
WA
870
WBH Advisory
Maryland
$239K +$232K +1,776 New
BFG
871
Barber Financial Group
Kansas
$237K +$6.39K +49 +3%
QFA
872
Quantum Financial Advisors
California
$237K +$213K +1,633 New
RG
873
Renaissance Group
Kentucky
$236K -$1.57K -12 -0.7%
NB
874
Northwest Bancshares
Pennsylvania
$236K – – –
ECM
875
Evergreen Capital Management
Washington
$235K +$23.1K +177 +11%
33 34
35
36 37