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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
1501
Tarbox Family Office
California
$159K -$10.1K -300 -6%
VWM
1502
Valley Wealth Managers
New Jersey
$157K +$149K +4,400 New
VHAM
1503
Van Hulzen Asset Management
California
$155K
WOC
1504
West Oak Capital
California
$155K +$75.1K +2,220 +106%
PSC
1505
Prentiss Smith & Co
Vermont
$143K
BBPWM
1506
Blue Bell Private Wealth Management
Pennsylvania
$142K -$2.03K -60 -1%
KF
1507
Krilogy Financial
Missouri
$142K +$81.9K +2,420 +157%
SIM
1508
Sonora Investment Management
Arizona
$125K -$34.5K -1,020 -23%
WAS
1509
WESPAC Advisors SoCal
California
$125K -$5.41K -160 -4%
HPBT
1510
High Point Bank & Trust
North Carolina
$125K
MFW
1511
Mosaic Family Wealth
Missouri
$124K -$11.5K -340 -9%
Walleye Trading
1512
Walleye Trading
New York
$121K -$12.9M -381,380 -99%
AF
1513
Allworth Financial
California
$119K -$26.4K -780 -19%
SAM
1514
Shamrock Asset Management
Texas
$118K +$33.8K +1,000 +43%
GBBWRPM
1515
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$110K
KPCM
1516
Kings Point Capital Management
New York
$109K +$103K +3,040 New
KTC
1517
Kistler-Tiffany Companies
Pennsylvania
$108K +$92K +2,720 +907%
SIMG
1518
Stephens Investment Management Group
Texas
$107K
PFO
1519
Pathstone Family Office
New Jersey
$105K +$47.4K +1,400 +92%
TCM
1520
Tanaka Capital Management
New York
$97K
RGI
1521
River Global Investors
United Kingdom
$93K
CFS
1522
Commonwealth Financial Services
West Virginia
$88K
PCM
1523
Penserra Capital Management
California
$87K +$75.1K +2,220 +1,009%
CFG
1524
Citizens Financial Group
Rhode Island
$86K +$10.8K +320 +15%
NSIM
1525
North Star Investment Management
Illinois
$85K