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Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1701
Integrated Investment Consultants
Michigan
$576K
MPIA
1702
Mountain Pacific Investment Advisers
Idaho
$570K
PGWM
1703
Parisi Gray Wealth Management
New Jersey
$568K +$72.4K +509 +16%
TI
1704
Truepoint Inc
Ohio
$567K +$39.4K +277 +8%
HHGA
1705
Halbert Hargrove Global Advisors
California
$563K -$18.8K -132 -3%
MWPCG
1706
Measured Wealth Private Client Group
New Hampshire
$561K +$158K +1,114 +42%
VI
1707
Versor Investments
New York
$555K -$14.2K -100 -3%
HR
1708
Howe & Rusling
New York
$554K -$799K -5,619 -60%
SLT
1709
St Louis Trust
Missouri
$549K
BL
1710
BFSG LLC
California
$546K +$36.4K +256 +8%
GC
1711
Grimes & Company
Massachusetts
$544K -$10.5K -74 -2%
PWMAG
1712
Pinnacle Wealth Management Advisory Group
New Jersey
$544K +$19.5K +137 +4%
HCM
1713
Harvest Capital Management
New Hampshire
$543K
Boston Partners
1714
Boston Partners
Massachusetts
$541K
PAS
1715
Partnervest Advisory Services
California
$541K +$153K +1,075 +42%
ATFA
1716
All Terrain Financial Advisors
Minnesota
$541K +$513K +3,608 New
ACA
1717
Anchor Capital Advisors
Massachusetts
$540K
JIC
1718
Joel Isaacson & Co
New York
$539K
SHCM
1719
Stokes & Hubbell Capital Management
Louisiana
$538K
BS
1720
Boenning & Scattergood
Pennsylvania
$536K +$206K +1,450 +68%
MF
1721
Magnetar Financial
Illinois
$536K +$508K +3,569 New
USGIU
1722
U.S. Global Investors (USGI)
Texas
$533K -$92.4K -650 -15%
PC
1723
Permit Capital
Pennsylvania
$533K
VCM
1724
Versant Capital Management
Arizona
$530K +$1.99K +14 +0.4%
FNBSF
1725
First National Bank Sioux Falls
South Dakota
$530K +$28.7K +202 +6%