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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1651
Summit Financial Strategies
Ohio
$269K -$296K -6,422 -51%
FAM
1652
Formidable Asset Management
Ohio
$268K +$51.3K +1,112 +22%
WCM
1653
Windward Capital Management
California
$268K +$84.1K +1,823 +42%
RCM
1654
Rotella Capital Management
Washington
$267K -$102K -2,200 -26%
GWS
1655
Glassman Wealth Services
Virginia
$266K +$161K +3,484 +132%
DA
1656
DSC Advisors
Illinois
$265K -$15.9K -345 -5%
OAM
1657
Oberweis Asset Management
Illinois
$265K +$415 +9 +0.1%
DWM
1658
Dakota Wealth Management
Florida
$264K
NFC
1659
Northeast Financial Consultants
Connecticut
$263K
BRA
1660
Bender Robert & Associates
California
$260K -$21.2K -460 -7%
NCM
1661
Noesis Capital Mangement
Florida
$259K -$14.2K -307 -5%
BFG
1662
Bouchey Financial Group
New York
$257K +$231 +5 +0.1%
UFA
1663
US Financial Advisors
Massachusetts
$256K +$52.2K +1,132 +24%
W
1664
Wealthquest
Ohio
$255K -$116K -2,522 -30%
CF
1665
CenterStar Fund
Illinois
$255K
MHIC
1666
Marble Harbor Investment Counsel
Massachusetts
$254K
CAM
1667
Centre Asset Management
New York
$251K -$663K -14,370 -71%
RCG
1668
Ruane, Cunniff & Goldfarb
New York
$250K -$60K -1,300 -18%
NA
1669
Nottingham Advisors
New York
$250K -$2.31K -50 -0.9%
EML
1670
Eos Management LP
New York
$250K
BMC
1671
Benin Management Corp
Connecticut
$248K +$64.8K +1,405 +33%
BWA
1672
Burt Wealth Advisors
Maryland
$247K +$5.72K +124 +2%
AAC
1673
Asset Advisors Corp
Georgia
$244K -$5.63K -122 -2%
AAS
1674
Annex Advisory Services
Wisconsin
$244K +$9.41K +204 +4%
EDRS
1675
Edmond de Rothschild (Suisse)
Switzerland
$243K +$39.2K +850 +18%