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Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1451
Roosevelt Investment Group
New York
$244K -$85K -499 -25%
SHGA
1452
Sand Hill Global Advisors
California
$244K +$58.6K +344 +30%
PCM
1453
Parsons Capital Management
Rhode Island
$243K -$1.39M -8,160 -85%
SW
1454
SkyOak Wealth
Michigan
$243K -$12.6K -74 -5%
WQ
1455
Wealth Quarterback
New Jersey
$242K
CA
1456
Crumly & Associates
Illinois
$240K -$12.1K -71 -5%
GIA
1457
GHP Investment Advisors
Colorado
$237K -$2.9K -17 -1%
BLAM
1458
Bourne Lent Asset Management
New York
$236K
PSF
1459
Pacific Sun Financial
California
$236K +$20.3K +119 +9%
B
1460
Bailard
California
$235K -$168K -983 -41%
SFS
1461
Strategic Financial Services
New York
$235K -$5.96K -35 -2%
PCMC
1462
Paragon Capital Management (Colorado)
Colorado
$235K
I2I
1463
Insight 2811 Inc
Illinois
$234K +$6.13K +36 +3%
HWA
1464
Heritage Wealth Advisors
Virginia
$233K
COF
1465
Capital One Financial
Virginia
$233K -$396K -2,322 -62%
PAS
1466
Park Avenue Securities
New York
$233K -$359K -2,109 -60%
FBC
1467
Fairfield, Bush & Co
Connecticut
$233K -$34.1K -200 -12%
RP
1468
Rice Partnership
Hawaii
$233K -$14.8K -87 -6%
KWMG
1469
King Wealth Management Group
Florida
$233K -$6.82K -40 -3%
BOTW
1470
Bank of the West
California
$231K -$249K -1,461 -51%
IFO
1471
Independent Family Office
New York
$231K
BST
1472
Bath Savings Trust
Maine
$230K
LF
1473
Lee Financial
Texas
$230K
VAS
1474
Vestmark Advisory Solutions
Massachusetts
$230K +$11.9K +70 +5%
ESBC
1475
E.S. Barr & Co
Kentucky
$229K