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Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
1926
Cedar Brook Financial Partners
Ohio
$261K -$24.9K -108 -9%
KFS
1927
Kaizen Financial Strategies
California
$261K +$262K +1,135 New
KA
1928
Klingman & Associates
New York
$260K -$1.61K -7 -0.6%
GCM
1929
Gables Capital Management
Florida
$260K
HHGA
1930
Halbert Hargrove Global Advisors
California
$259K +$692 +3 +0.3%
FG
1931
Foster Group
Iowa
$259K +$267K +1,157 New
AHB
1932
Abner Herrman & Brock
New Jersey
$258K +$10.4K +45 +4%
MCA
1933
Magnolia Capital Advisors
Mississippi
$258K +$40.6K +176 +19%
CAI
1934
Capital Advisors Inc
Oklahoma
$257K +$47.3K +205 +22%
LB
1935
Leo Brokerage
Texas
$256K -$30K -130 -10%
FIB
1936
First Interstate Bank
Montana
$256K -$19.8K -86 -7%
LF
1937
LifeSteps Financial
California
$256K -$4.61K -20 -2%
SFI
1938
SPC Financial Inc
Maryland
$256K +$231 +1 +0.1%
PPW
1939
Parcion Private Wealth
Washington
$255K +$256K +1,111 New
AWA
1940
Arkadios Wealth Advisors
Georgia
$254K +$149K +648 +142%
SCM
1941
Salem Capital Management
Massachusetts
$253K
BFPW
1942
BOK Financial Private Wealth
Colorado
$252K +$43.1K +187 +21%
FLAM
1943
First Light Asset Management
Minnesota
$251K
UC
1944
Unio Capital
New Jersey
$250K
BPCE
1945
Bank Pictet & Cie (Europe)
Germany
$250K +$19.6K +85 +8%
WBC
1946
West Branch Capital
Massachusetts
$249K -$116K -504 -32%
OWA
1947
Opal Wealth Advisors
New York
$249K +$249K +1,081 New
AIM
1948
Acropolis Investment Management
Missouri
$248K +$19.8K +86 +9%
PP
1949
Paloma Partners
Connecticut
$248K +$248K +1,077 New
DIA
1950
Davidson Investment Advisors
Montana
$247K -$8.03M -34,828 -97%