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Name Holding Trade Value Shares
Change
Change in
Stake
GWCM
501
Godshalk Welsh Capital Management
Pennsylvania
$756K +$7.99K +100 +1%
MIA
502
MainStreet Investment Advisors
Illinois
$754K -$20K -250 -3%
M
503
MOTCO
Texas
$754K -$5.75K -72 -0.8%
BFA
504
Bragg Financial Advisors
North Carolina
$751K -$1.92K -24 -0.3%
SWP
505
Strategic Wealth Partners
Ohio
$748K -$52.6K -658 -7%
VA
506
Valmark Advisers
Ohio
$748K +$700K +8,760 New
CC
507
Capital Counsel
New York
$745K
BCMO
508
Buckingham Capital Management (Ohio)
Ohio
$728K -$52.3K -655 -7%
Fayez Sarofim & Co
509
Fayez Sarofim & Co
Texas
$727K +$296K +3,700 +77%
RBA
510
Richard Bernstein Advisors
New York
$719K
Mercer Global Advisors
511
Mercer Global Advisors
Colorado
$718K +$5.51K +69 +0.8%
LFAS
512
Level Four Advisory Services
Texas
$705K -$225K -2,813 -25%
UCFA
513
United Capital Financial Advisors
Texas
$704K -$88.5K -1,107 -12%
CT
514
Coastline Trust
Rhode Island
$697K +$1.6K +20 +0.2%
Bank Julius Baer & Co
515
Bank Julius Baer & Co
Switzerland
$680K +$628K +7,862 +7,862%
PAMP
516
Polar Asset Management Partners
Ontario, Canada
$672K +$629K +7,870 New
BC
517
Bridgefront Capital
Texas
$672K +$629K +7,873 New
WS
518
Wedbush Securities
California
$666K -$134K -1,675 -18%
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$656K -$47.8K -598 -7%
QSS
520
Quantitative Systematic Strategies
Florida
$654K +$166K +2,073 +37%
GAAM
521
Guinness Atkinson Asset Management
California
$641K
MAA
522
Mraz Amerine & Associates
California
$641K
GAM
523
Griffin Asset Management
New York
$637K +$14.8K +185 +3%
KWM
524
Kingsview Wealth Management
Oregon
$633K -$14.5K -182 -2%
CWP
525
Capital Wealth Planning
Florida
$632K -$280K -3,500 -32%