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Name Holding Trade Value Shares
Change
Change in
Stake
IPC
1776
Independent Portfolio Consultants
Florida
$332K -$321K -6,417 -51%
BA
1777
Bridgewater Associates
Connecticut
$331K -$2.47M -49,400 -89%
GCMG
1778
Gyroscope Capital Management Group
Florida
$331K +$82.8K +1,656 +36%
CCA
1779
Clearwater Capital Advisors
Illinois
$330K -$13.1K -262 -4%
HIS
1780
Horizon Investment Services
Indiana
$330K -$11.1K -223 -3%
PFO
1781
Pathstone Family Office
New Jersey
$330K +$282K +5,633 +1,020%
AEPG
1782
American Economic Planning Group
New Jersey
$328K +$54.7K +1,095 +22%
AMM
1783
American Money Management
California
$326K -$26.3K -527 -8%
WIC
1784
Whitegate Investment Counselors
New Hampshire
$326K +$305K +6,112 New
C
1785
CFO4Life
Texas
$322K -$23.5K -470 -7%
PVH
1786
Psagot Value Holdings
Israel
$322K +$1.6K +32 +0.5%
DK
1787
Darrell & King
Virginia
$319K -$26.3K -526 -8%
LFR
1788
Lehman Financial Resources
Pennsylvania
$318K +$85.6K +1,712 +40%
BGC
1789
Blue Granite Capital
South Carolina
$317K +$297K +5,946 New
PCM
1790
Prelude Capital Management
New York
$314K +$34K +680 +13%
MTC
1791
McDaniel Terry & Co
Texas
$313K +$59.2K +1,184 +25%
BCA
1792
Benchmark Capital Advisors
New York
$307K +$650 +13 +0.2%
PGA
1793
Portland Global Advisors
Maine
$307K +$16.2K +324 +6%
SFP
1794
Shepherd Financial Partners
Massachusetts
$307K +$281K +5,626 New
CAAS
1795
Capital Asset Advisory Services
Michigan
$305K +$15K +300 +6%
EWM
1796
Empirical Wealth Management
Washington
$302K +$15.9K +319 +6%
RWP
1797
RWA Wealth Partners
Massachusetts
$299K +$280K +5,609 New
CF
1798
Corrigan Financial
Rhode Island
$296K +$5.8K +116 +2%
KM
1799
Kalos Management
Georgia
$295K +$276K +5,526 New
Dodge & Cox
1800
Dodge & Cox
California
$294K