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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
776
Essex Financial Services
Connecticut
$295K -$2.17K -7 -0.7%
AWA
777
Arete Wealth Advisors
Illinois
$295K -$1.86K -6 -0.6%
PTB
778
Pioneer Trust Bank
Oregon
$290K – – –
MCM
779
Mainstay Capital Management
Michigan
$289K – – –
GWM
780
Gitterman Wealth Management
New Jersey
$287K +$282K +911 New
CT
781
Coastline Trust
Rhode Island
$285K -$9.29K -30 -3%
OMIC
782
Old Mission Investment Co
Michigan
$285K – – –
CWA Asset Management Group
783
CWA Asset Management Group
Florida
$285K -$21.7K -70 -7%
GA
784
Geller Advisors
New York
$285K +$37.8K +122 +16%
Oppenheimer & Co
785
Oppenheimer & Co
New York
$284K +$47.4K +153 +20%
WIA
786
Westbourne Investment Advisors
Maryland
$284K – – –
LI
787
LMCG Investments
Massachusetts
$283K – – –
JWCA
788
J.W. Cole Advisors
Florida
$282K +$22.9K +74 +9%
RPGK
789
Retirement Planning Group (Kansas)
Kansas
$279K – – –
Colony Group
790
Colony Group
Massachusetts
$275K -$1.1M -3,558 -80%
TPWA
791
TRUE Private Wealth Advisors
Oregon
$274K – – –
NorthRock Partners
792
NorthRock Partners
Minnesota
$273K -$66.9K -216 -20%
KBFS
793
Kohmann Bosshard Financial Services
Ohio
$271K – – –
CFFP
794
Center for Financial Planning
Michigan
$269K – – –
HTHT
795
Hemenway Trust Hemenway Trust
New Hampshire
$268K – – –
Parallax Volatility Advisers
796
Parallax Volatility Advisers
California
$267K -$1.79M -5,797 -87%
FC
797
Forte Capital
New York
$267K – – –
Spire Wealth Management
798
Spire Wealth Management
Virginia
$266K +$169K +546 +184%
MAM
799
McLean Asset Management
Virginia
$266K -$15.8K -51 -6%
SG
800
Stonnington Group
California
$265K – – –