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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
926
Personal CFO Solutions
New Jersey
$399K +$13.8K +89 +4%
NCM
927
Novare Capital Management
North Carolina
$398K +$390K +2,512 New
JCM
928
JAT Capital Management
Connecticut
$397K +$388K +2,500 New
LTI
929
Laffer Tengler Investments
Tennessee
$392K +$62.4K +402 +19%
EFG
930
Elevated Financial Group
Indiana
$390K -$71.7K -462 -16%
WH
931
Willner & Heller
California
$389K +$381K +2,454 New
QFA
932
Quantum Financial Advisors
California
$389K -$1.24K -8 -0.3%
WWM
933
Whalen Wealth Management
Nevada
$388K +$50.1K +323 +15%
Assenagon Asset Management
934
Assenagon Asset Management
Luxembourg
$387K -$8.49M -54,748 -96%
IAIM
935
International Assets Investment Management
Florida
$383K +$90.9K +586 +31%
EF
936
Empirical Finance
Pennsylvania
$376K +$67.6K +436 +23%
GAA
937
Guardian Asset Advisors
Pennsylvania
$375K +$70.3K +453 +24%
BCM
938
Bannerstone Capital Management
Minnesota
$368K -$10.9K -70 -3%
GAA
939
Global Assets Advisory
Florida
$367K -$12.4K -80 -3%
CPA
940
Capital Performance Advisors
California
$367K -$85.6K -552 -19%
HAS
941
HBW Advisory Services
California
$367K +$115K +742 +47%
MWM
942
Maltin Wealth Management
New Jersey
$366K +$47K +303 +15%
RIG
943
RiverFront Investment Group
Virginia
$365K +$8.53K +55 +2%
KAS
944
KPP Advisory Services
Kentucky
$363K +$13K +84 +4%
GIM
945
Goelzer Investment Management
Indiana
$363K -$26.2K -169 -7%
IP
946
Investment Partners
Ohio
$362K -$62.8K -405 -15%
FFA
947
Founders Financial Alliance
North Carolina
$361K -$26.8K -173 -7%
NPT
948
National Philanthropic Trust
Pennsylvania
$361K +$132K +851 +60%
CCMG
949
Clark Capital Management Group
Pennsylvania
$361K -$22.2K -143 -6%
LP
950
LMR Partners
United Kingdom
$358K -$1.32M -8,488 -79%