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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1401
Physicians Financial Services
North Carolina
$854K +$4.4K +60 +0.5%
WG
1402
Wealth Group
North Carolina
$854K +$479K +6,530 +123%
VCM
1403
Voleon Capital Management
California
$851K +$376K +5,134 +77%
HWA
1404
HHM Wealth Advisors
Tennessee
$851K – – –
PSC
1405
Prentiss Smith & Co
Vermont
$851K – – –
DP
1406
Dearborn Partners
Illinois
$848K +$1.76K +24 +0.2%
DA
1407
Dougherty & Associates
Florida
$848K +$99.9K +1,362 +13%
MFC
1408
Mechanics Financial Corp
Ohio
$848K +$17.4K +237 +2%
IWA
1409
Icon Wealth Advisors
Texas
$847K +$123K +1,681 +17%
VW
1410
Vance Wealth
California
$846K +$85.3K +1,163 +11%
CPC
1411
Congress Park Capital
New York
$843K +$16.1K +220 +2%
VAG
1412
VisionPoint Advisory Group
Texas
$842K +$97.7K +1,333 +13%
WAP
1413
Wealthcare Advisory Partners
Pennsylvania
$840K -$125K -1,707 -13%
HIIFS
1414
Harel Insurance Investments & Financial Services
Israel
$838K +$624K +8,510 +275%
SIM
1415
Samara Investment Management
Oregon
$837K -$19.6K -267 -2%
APWM
1416
Argonautica Private Wealth Management
Massachusetts
$835K +$8.87K +121 +1%
CAG
1417
Csenge Advisory Group
Florida
$834K -$846K -11,542 -50%
MMG
1418
Monetary Management Group
Missouri
$834K -$103K -1,400 -11%
CAS
1419
Coppell Advisory Solutions
Texas
$834K +$822K +11,211 New
T. Rowe Price Investment Management
1420
T. Rowe Price Investment Management
Maryland
$832K +$845K +11,520 New
ABLA
1421
Alan B. Lancz & Associates
Ohio
$830K +$139K +1,900 +20%
MA
1422
MSA Advisors
California
$828K -$253K -3,450 -23%
GCM
1423
Graham Capital Management
Connecticut
$824K – – –
AAA
1424
American Alpha Advisors
New York
$819K -$379K -5,174 -31%
GSC
1425
G&S Capital
Colorado
$817K +$369K +5,035 +80%