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Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
1176
Van Hulzen Asset Management
California
$553K +$17.2K +248 +3%
KIA
1177
Knollwood Investment Advisory
Maryland
$552K +$27.8K +400 +6%
FWM
1178
FFT Wealth Management
Pennsylvania
$550K +$325K +4,670 +161%
DWA
1179
Delap Wealth Advisory
Oregon
$550K +$28.9K +416 +6%
OA
1180
Oxbow Advisors
Texas
$548K +$34.8K +500 +7%
PEA
1181
Park Edge Advisors
Ohio
$548K +$524K +7,545 New
FFM
1182
Forum Financial Management
Illinois
$548K +$93.1K +1,340 +22%
WA
1183
Waverly Advisors
Alabama
$544K +$521K +7,491 New
CFP
1184
Catalyst Financial Partners
Massachusetts
$544K +$4.38K +63 +0.8%
HFW
1185
Horizon Family Wealth
Illinois
$544K +$12.2K +175 +2%
AFP
1186
Ausdal Financial Partners
Iowa
$544K +$9.8K +141 +2%
JCM
1187
JAT Capital Management
Connecticut
$541K +$518K +7,446 New
AF
1188
Advisornet Financial
Minnesota
$539K -$40.9K -588 -7%
PAWA
1189
Palo Alto Wealth Advisors
California
$538K
WIA
1190
World Investment Advisors
California
$536K +$512K +7,368 New
First Manhattan
1191
First Manhattan
New York
$533K +$89K +1,281 +21%
HA
1192
Harbor Advisors
Florida
$530K
MYIA
1193
Mount Yale Investment Advisors
Colorado
$528K -$192K -2,767 -28%
EA
1194
Everpar Advisors
Oklahoma
$524K +$38.7K +557 +8%
JE
1195
JMAC Enterprises
Pennsylvania
$523K +$38.6K +556 +8%
WIM
1196
WealthPlan Investment Management
Nebraska
$522K -$331K -4,763 -40%
GPI
1197
General Partner Inc
Pennsylvania
$518K
VF
1198
VitalStone Financial
Texas
$517K +$6.81K +98 +1%
LFA
1199
Lauterbach Financial Advisors
Texas
$515K
MIS
1200
Morningstar Investment Services
Illinois
$514K +$60.9K +876 +14%