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Name Holding Trade Value Shares
Change
Change in
Stake
PMG
801
ProVise Management Group
Florida
$354K +$19.3K +345 +6%
22CM
802
20/20 Capital Management
California
$352K
ZIG
803
Zuckerman Investment Group
Illinois
$352K +$360K +6,460 New
FHB
804
First Hawaiian Bank
Hawaii
$349K +$11.5K +206 +3%
LFF
805
Level Four Financial
Texas
$348K -$130K -2,323 -27%
Vanguard Personalized Indexing Management
806
Vanguard Personalized Indexing Management
California
$345K +$127K +2,283 +56%
SXL
807
Summit X LLC
Missouri
$340K +$1.73K +31 +0.5%
OPS
808
Orion Portfolio Solutions
Nebraska
$340K +$38.6K +692 +12%
APA
809
American Portfolios Advisors
New York
$338K +$124K +2,226 +56%
MCM
810
MAI Capital Management
Ohio
$332K +$340K +6,097 New
DP
811
Dearborn Partners
Illinois
$331K
MA
812
Mutual Advisors
Nebraska
$330K -$71.5K -1,282 -17%
DA
813
DSC Advisors
Illinois
$328K -$29.5K -529 -8%
JI
814
Jeereddi Investments
California
$327K
EWM
815
Empirical Wealth Management
Washington
$326K +$333K +5,973 New
BP
816
BBR Partners
New York
$325K +$3.46K +62 +1%
FHA
817
Flagship Harbor Advisors
Massachusetts
$323K +$73.7K +1,321 +29%
TP
818
Tranquility Partners
Tennessee
$322K +$15.3K +275 +5%
PFA
819
Professional Financial Advisors
Nebraska
$321K -$72.1K -1,292 -18%
SAG
820
Spotlight Asset Group
Illinois
$321K +$328K +5,885 New
UAS
821
United Asset Strategies
New York
$319K +$18.4K +329 +6%
NFSG
822
Newbridge Financial Services Group
Florida
$319K +$187K +3,345 +134%
TCM
823
Tuttle Capital Management
Connecticut
$316K -$155K -2,781 -32%
TCM
824
Teza Capital Management
Illinois
$316K -$142K -2,551 -31%
FA
825
Forefront Analytics
Pennsylvania
$314K