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Name Holding Trade Value Shares
Change
Change in
Stake
UL
2501
Unionview LLC
Washington
$240K +$229K +6,091 New
SL
2502
Salomon & Ludwin
Virginia
$240K -$24K -636 -9%
TA
2503
TFB Advisors
Kansas
$239K +$229K +6,075 New
FZCM
2504
Flynn Zito Capital Management
New York
$238K +$227K +6,033 New
QFA
2505
Quantum Financial Advisors
California
$237K -$10.2K -271 -4%
SIA
2506
Sage Investment Advisers
New York
$237K -$40.4K -1,073 -15%
HA
2507
HFG Advisors
Ohio
$237K -$11.9K -315 -5%
VCM
2508
Vigilant Capital Management
Maine
$237K -$68.8K -1,825 -23%
B
2509
Bellecapital
Switzerland
$236K +$226K +6,000 New
CG
2510
Carmignac Gestion
France
$236K +$226K +6,000 New
OA
2511
Operose Advisors
Wisconsin
$236K +$68.8K +1,825 +44%
WAC
2512
William Allan Corp
Colorado
$236K -$16.2K -429 -7%
OLA
2513
Oliver Luxxe Assets
New Jersey
$235K -$56.5K -1,500 -20%
LFG
2514
Larson Financial Group
Missouri
$235K +$14.1K +373 +7%
AF
2515
Affiance Financial
Minnesota
$235K -$44.1K -1,170 -16%
NEWAS
2516
N.E.W. Advisory Services
Wisconsin
$235K -$107K -2,837 -32%
PAS
2517
Professional Advisory Services
Florida
$234K -$5.7M -151,339 -96%
SGWM
2518
Sterling Group Wealth Management
California
$234K +$223K +5,930 New
TI
2519
Truepoint Inc
Ohio
$234K +$223K +5,926 New
GAM
2520
GEM Asset Management
Michigan
$233K +$223K +5,919 New
VWM
2521
Vigilare Wealth Management
Arizona
$233K -$78.7K -2,089 -26%
WCF
2522
West Coast Financial
California
$233K -$14.2K -378 -6%
MGAM
2523
McGowan Group Asset Management
Texas
$231K -$212K -5,626 -49%
CWM
2524
Connecticut Wealth Management
Connecticut
$231K -$74K -1,964 -25%
CPA
2525
Cardiff Park Advisors
California
$231K +$21.4K +568 +11%