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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1626
One Capital Management
California
$310K -$711K -1,920 -73%
IC
1627
Inscription Capital
Texas
$310K
CWM
1628
Cornerstone Wealth Management
Missouri
$307K +$262K +706 New
QPWM
1629
Quadrant Private Wealth Management
Pennsylvania
$306K +$260K +703 New
SL
1630
Summitry LLC
California
$303K -$125K -337 -33%
MGAM
1631
McGowan Group Asset Management
Texas
$303K
GW
1632
GW & Wade
Massachusetts
$303K +$4.45K +12 +2%
EBT
1633
Enterprise Bank & Trust
Massachusetts
$303K +$258K +696 New
TCM
1634
Tuttle Capital Management
Connecticut
$302K -$1.93M -5,198 -88%
BFPW
1635
BOK Financial Private Wealth
Colorado
$302K +$10K +27 +4%
BWP
1636
BSW Wealth Partners
Colorado
$302K +$257K +693 New
VST
1637
Van Strum & Towne
California
$300K
SHGA
1638
Sand Hill Global Advisors
California
$299K -$32.2K -87 -11%
BOS
1639
Bingham Osborn & Scarborough
California
$299K -$18.9K -51 -7%
FM
1640
Family Management
New York
$299K +$255K +687 New
HAS
1641
HBW Advisory Services
California
$298K +$253K +684 New
AF
1642
Aldebaran Financial
$297K -$1.01M -2,730 -80%
BBI
1643
Baxter Bros Inc
Connecticut
$296K -$49.3K -133 -16%
IFAM
1644
Institutional & Family Asset Management
Colorado
$296K +$78.9K +213 +46%
TFGT
1645
TS Financial Group (TSFG)
Illinois
$295K -$18.5K -50 -7%
RCA
1646
Resonant Capital Advisors
Wisconsin
$295K -$1.85K -5 -0.7%
CWM
1647
Calamos Wealth Management
Illinois
$295K -$1.48K -4 -0.6%
LA
1648
LVW Advisors
New York
$294K +$250K +676 New
RIM
1649
Redwood Investment Management
Arizona
$293K +$250K +674 New
FIM
1650
Freedom Investment Management
Connecticut
$290K -$66.3K -179 -21%