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Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1701
Gables Capital Management
Florida
$221K
BFPW
1702
BOK Financial Private Wealth
Colorado
$220K +$220K +1,128 New
HA
1703
Halsey Associates
Connecticut
$218K
MA
1704
MCF Advisors
Kentucky
$218K
LA
1705
LVW Advisors
New York
$218K +$11.7K +60 +6%
B
1706
Bridgeworth
Alabama
$217K -$8.39K -43 -2%
SIM
1707
Sadoff Investment Management
Wisconsin
$217K
HHGA
1708
Halbert Hargrove Global Advisors
California
$217K +$585 +3 +0.3%
VA
1709
Valmark Advisers
Ohio
$216K
FLAM
1710
First Light Asset Management
Minnesota
$215K
COI
1711
Capital One Investing
Virginia
$215K +$215K +1,103 New
KLI
1712
Kelman-Lazarov Inc
Tennessee
$214K -$60.9K -312 -22%
CAC
1713
Certified Advisory Corp
Florida
$214K
JCM
1714
Jag Capital Management
Missouri
$214K
SCM
1715
Salem Capital Management
Massachusetts
$214K
SHGA
1716
Sand Hill Global Advisors
California
$214K
SDJVC
1717
St. Denis J. Villere & Co
Louisiana
$214K
ZDA
1718
Zweig-DiMenna Associates
New York
$214K +$215K +1,100 New
CFS
1719
CRA Financial Services
New Jersey
$214K +$215K +1,103 New
RWM
1720
RKL Wealth Management
Pennsylvania
$213K +$8K +41 +4%
CA
1721
Claro Advisors
Massachusetts
$213K +$200K +1,025 New
DHFB
1722
Dixon Hubard Feinour & Brown
Virginia
$211K
TFF
1723
The Family Firm
Maryland
$211K +$7.8K +40 +4%
ABTD
1724
Arvest Bank Trust Division
Oklahoma
$210K
FWM
1725
Fairhaven Wealth Management
Illinois
$210K +$211K +1,080 New