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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
1576
Bernzott Capital Advisors
California
$243K +$2.12K +12 +0.9%
BI
1577
Boulegeris Investments
Georgia
$242K +$177 +1 +0.1%
KWMG
1578
King Wealth Management Group
Florida
$242K +$8.14K +46 +4%
SCM
1579
Sterneck Capital Management
Missouri
$240K – – –
SFG
1580
Summit Financial Group
West Virginia
$240K – – –
TC
1581
Trilogy Capital
California
$239K +$26.7K +151 +13%
FMW
1582
Farr Miller & Washington
District of Columbia
$238K -$124K -700 -35%
CWA
1583
Cypress Wealth Advisors
California
$238K – – –
SHGA
1584
Sand Hill Global Advisors
California
$237K +$227K +1,285 New
RIM
1585
Redwood Investment Management
Arizona
$236K +$226K +1,280 New
MCTIC
1586
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$235K – – –
GIP
1587
Greatmark Investment Partners
Georgia
$233K – – –
TAM
1588
Trillium Asset Management
Massachusetts
$233K – – –
DLCIG
1589
D.L. Carlson Investment Group
New Hampshire
$232K -$2.65K -15 -1%
CGL
1590
Clarius Group LLC
Washington
$232K – – –
IBOK
1591
Independence Bank of Kentucky
Kentucky
$231K -$3.18K -18 -1%
PO
1592
Private Ocean
California
$229K -$5.48K -31 -2%
CPH
1593
C Partners Holding
Switzerland
$229K +$8.14K +46 +4%
NVCHI
1594
New Vernon Capital Holdings II
New Jersey
$229K +$219K +1,240 New
BWA
1595
BDO Wealth Advisors
Florida
$226K +$17.3K +98 +9%
BA
1596
BKS Advisors
Michigan
$224K – – –
CAM
1597
Cypress Asset Management
Texas
$223K – – –
SCP
1598
Syntal Capital Partners
Texas
$223K +$177 +1 +0.1%
BCM
1599
BTR Capital Management
California
$222K -$3.54K -20 -2%
KTA
1600
Keeley-Teton Advisors
Illinois
$222K – – –