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Name Holding Trade Value Shares
Change
Change in
Stake
RT
1026
Rockland Trust
Massachusetts
$391K -$26.7K -200 -7%
AT
1027
American Trust
Kentucky
$389K -$19.2K -144 -5%
AGWCA
1028
Annis Gardner Whiting Capital Advisors
Florida
$389K +$344K +2,580 New
MCM
1029
Magnolia Capital Management
New York
$389K
Kovitz Investment Group Partners
1030
Kovitz Investment Group Partners
Illinois
$389K -$159K -1,189 -32%
PJWM
1031
Philip James Wealth Mangement
Georgia
$389K +$344K +2,577 New
C
1032
Certuity
Florida
$386K +$35.7K +268 +12%
HSA
1033
HBK Sorce Advisory
Pennsylvania
$386K +$48K +360 +20%
CFS
1034
CRA Financial Services
New Jersey
$385K +$2K +15 +0.6%
VFA
1035
Voya Financial Advisors
Connecticut
$385K -$41.4K -310 -10%
GLA
1036
Great Lakes Advisors
Illinois
$385K -$510K -3,826 -60%
OF
1037
Optimize Financial
California
$383K -$27.6K -207 -8%
AWM
1038
Ariadne Wealth Management
California
$383K -$20.9K -157 -6%
FFM
1039
Forum Financial Management
Illinois
$383K +$66.2K +496 +24%
EFS
1040
Essex Financial Services
Connecticut
$382K +$37.8K +283 +13%
CPA
1041
Capital Performance Advisors
California
$382K +$4.54K +34 +1%
AIM
1042
Advyzon Investment Management
Illinois
$382K +$6.54K +49 +2%
FFA
1043
Fairfield Financial Advisors
Massachusetts
$378K +$334K +2,506 New
S
1044
Sunpointe
Missouri
$378K +$267 +2 +0.1%
TDC
1045
Thompson Davis & Co
Virginia
$377K -$66.7K -500 -17%
ACM
1046
Ashford Capital Management
Delaware
$377K +$333K +2,500 New
RP
1047
Regal Partners
Australia
$377K +$333K +2,500 New
WW
1048
Waterfront Wealth
Kansas
$375K +$400 +3 +0.1%
GC
1049
Grange Capital
Oregon
$372K -$208K -1,562 -39%
ORG
1050
Optimist Retirement Group
Washington
$371K -$92K -690 -22%