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Name Holding Trade Value Shares
Change
Change in
Stake
FC
2126
Financial Consulate
Maryland
$606K +$30.1K +525 +5%
ACA
2127
Atlas Capital Advisors
Wyoming
$603K -$574 -10 -0.1%
OPCM
2128
Osborne Partners Capital Management
California
$603K -$9.53K -166 -2%
NWS
2129
Newport Wealth Strategies
California
$603K +$20.1K +351 +3%
CL
2130
CSS LLC
Illinois
$601K -$58.6K -1,021 -9%
OBGC
2131
O'Brien Greene & Co
Pennsylvania
$601K -$5.74K -100 -0.9%
BLAM
2132
Bourne Lent Asset Management
New York
$601K – – –
BIG
2133
Boothe Investment Group
Delaware
$601K +$50.3K +876 +9%
TCMG
2134
TSP Capital Management Group
New Jersey
$600K -$621K -10,818 Closed
SEP
2135
Southland Equity Partners
Missouri
$598K +$58K +1,010 +10%
GWS
2136
Glassman Wealth Services
Virginia
$598K -$332K -5,778 -35%
Financial Engines Advisors
2137
Financial Engines Advisors
California
$598K -$63.2K -1,101 -9%
HCM
2138
Highlander Capital Management
New Jersey
$598K -$5.39K -94 -0.9%
22CM
2139
20/20 Capital Management
California
$598K +$70.8K +1,233 +13%
JPMIA
2140
J.P. Marvel Investment Advisors
Massachusetts
$597K – – –
PMA
2141
Prudent Man Advisors
Illinois
$596K +$128K +2,237 +27%
DIM
2142
Delta Investment Management
California
$591K -$4.99K -87 -0.8%
GI
2143
Glovista Investments
New Jersey
$590K -$161K -2,800 -21%
MA
2144
Mezzasalma Advisors
New Jersey
$588K -$8.72K -152 -1%
RPWA
2145
Regent Peak Wealth Advisors
Georgia
$587K -$46K -802 -7%
HCM
2146
HMS Capital Management
Tennessee
$587K +$31.1K +542 +5%
ECG
2147
Edge Capital Group
Georgia
$586K -$74.1K -1,292 -11%
PGAM
2148
Princeton Global Asset Management
New Jersey
$583K +$50.9K +887 +9%
CI
2149
CX Institutional
Indiana
$581K +$151K +2,633 +34%
BMCM
2150
Burns Matteson Capital Management
New York
$579K +$3.04K +53 +0.5%