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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1126
Ashford Capital Management
Delaware
$247K – – –
F
1127
Filament
Washington
$247K – – –
LNB
1128
Ledyard National Bank
$247K – – –
UAS
1129
United Asset Strategies
New York
$246K -$62.6K -354 -19%
AAM
1130
Alphadyne Asset Management
New York
$246K +$265K +1,496 New
BIM
1131
Beach Investment Management
Pennsylvania
$245K -$1.15M -6,490 -81%
CFGS
1132
Concourse Financial Group Securities
Alabama
$245K +$263K +1,488 New
FA
1133
FCG Advisors
New Jersey
$243K +$21.9K +124 +9%
ET
1134
Equitable Trust
Tennessee
$242K -$1.53M -8,621 -85%
CIAS
1135
Capital Investment Advisory Services
North Carolina
$242K +$260K +1,471 New
GEA
1136
Glen Eagle Advisors
New Jersey
$241K +$23K +130 +9%
PBT
1137
Pictet Bank & Trust
Bahamas
$241K -$246K -1,390 -49%
BTNA
1138
Bremer Trust National Association
Minnesota
$239K -$76.1K -430 -23%
HCM
1139
Highlander Capital Management
New Jersey
$239K +$230K +1,300 +867%
PCA
1140
Personal Capital Advisors
California
$237K -$38.6K -218 -13%
BOTW
1141
Bank of the West
California
$234K +$4.96K +28 +2%
CBA
1142
Coastal Bridge Advisors
Connecticut
$232K -$248K -1,400 -50%
WI
1143
WrapManager Inc
California
$232K +$250K +1,410 New
WAG
1144
Winthrop Advisory Group
Massachusetts
$231K – – –
ATFA
1145
All Terrain Financial Advisors
Minnesota
$229K +$53.1K +300 +28%
RRWA
1146
Rainey & Randall Wealth Advisors
Florida
$228K – – –
NB
1147
Nicolet Bankshares
Wisconsin
$226K -$82.8K -468 -25%
CAM
1148
Claret Asset Management
Quebec, Canada
$225K +$242K +1,368 New
DA
1149
Doliver Advisors
Texas
$224K +$241K +1,362 New
EWG
1150
Executive Wealth Group
Washington
$222K – – –