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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
1651
Armstrong Fleming & Moore
District of Columbia
$859K +$188 +4 +0%
ASA
1652
Axxion S.A.
Luxembourg
$857K +$949K +20,237 New
AB
1653
Atlas Brown
Kentucky
$857K -$37.2K -792 -4%
ACS
1654
Archford Capital Strategies
Illinois
$857K -$12.5K -266 -1%
LAM
1655
Lewis Asset Management
California
$856K +$9.76K +208 +1%
GM
1656
GeoWealth Management
Illinois
$856K -$2.72K -58 -0.3%
FNT
1657
First Nebraska Trust
Nebraska
$855K +$41K +873 +5%
FCM
1658
Fell Capital Management
California
$855K -$37.5K -800 -4%
IIL
1659
Insight Inv LLC
California
$853K -$32K -683 -3%
FFA
1660
First Foundation Advisors
California
$852K +$155K +3,311 +20%
MFWP
1661
Mosaic Family Wealth Partners
Missouri
$851K +$744K +15,849 +372%
FSA
1662
Franklin Street Advisors
North Carolina
$851K -$19K -406 -2%
WMP
1663
Wealth Management Partners
Arizona
$851K -$11.6K -248 -1%
GFP
1664
Gryphon Financial Partners
Ohio
$851K -$236K -5,033 -20%
BFA
1665
Bragg Financial Advisors
North Carolina
$850K +$80.3K +1,712 +9%
FFM
1666
Forum Financial Management
Illinois
$849K +$30.4K +647 +3%
JWM
1667
JGP Wealth Management
Oregon
$848K +$188 +4 +0%
GSB
1668
Greenfield Savings Bank
Massachusetts
$848K -$4.69K -100 -0.5%
BBFA
1669
Brindle & Bay Financial Advisors
Texas
$848K +$131K +2,802 +16%
NIM
1670
Needham Investment Management
New York
$847K – – –
YAM
1671
Yacktman Asset Management
Texas
$847K – – –
Los Angeles Capital Management
1672
Los Angeles Capital Management
California
$845K -$108M -2,293,266 -99%
Kovitz Investment Group Partners
1673
Kovitz Investment Group Partners
Illinois
$845K -$108K -2,297 -10%
HR
1674
Howe & Rusling
New York
$844K +$11.8K +251 +1%
CCT
1675
Chemung Canal Trust
New York
$842K +$17.7K +378 +2%