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Name Holding Trade Value Shares
Change
Change in
Stake
SGK
926
Steigerwald Gordon & Koch
Virginia
$215K +$193K +1,051 New
OWP
927
Obermeyer Wealth Partners
Colorado
$215K +$193K +1,053 New
PFA
928
Pure Financial Advisors
California
$215K +$193K +1,053 New
SIAP
929
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$214K
Lido Advisors
930
Lido Advisors
California
$211K +$189K +1,032 New
SFSIG
931
San Francisco Sentry Investment Group
California
$210K -$162K -884 -46%
CAG
932
Csenge Advisory Group
Florida
$210K -$72.1K -393 -28%
HB
933
Homrich & Berg
Georgia
$210K +$188K +1,028 New
LSA
934
L & S Advisors
California
$210K +$189K +1,029 New
PA
935
Parallel Advisors
California
$209K +$19.8K +108 +12%
SBWM
936
Sunflower Bank Wealth Management
Arizona
$209K +$187K +1,021 New
BFO
937
Boston Family Office
Massachusetts
$208K -$135K -738 -42%
WEC
938
Winslow Evans & Crocker
Massachusetts
$208K +$33K +180 +22%
KPW
939
Kore Private Wealth
New York
$208K +$186K +1,015 New
JWCA
940
J.W. Cole Advisors
Florida
$208K +$187K +1,018 New
DHFB
941
Dixon Hubard Feinour & Brown
Virginia
$208K +$187K +1,019 New
AIM
942
Alhambra Investment Management
Florida
$207K +$185K +1,010 New
AT
943
Arden Trust
Delaware
$206K +$185K +1,011 New
APG
944
Abacus Planning Group
South Carolina
$204K -$61.6K -336 -25%
CRM
945
Cramer Rosenthal McGlynn
Connecticut
$204K
SPC
946
Sigma Planning Corp
Michigan
$204K +$183K +996 New
TCM
947
Traynor Capital Management
Pennsylvania
$204K +$183K +999 New
GIA
948
Granite Investment Advisors
New Hampshire
$204K +$183K +1,000 New
OIA
949
Optimum Investment Advisors
Illinois
$203K +$144K +787 +378%
KF
950
Krilogy Financial
Missouri
$203K +$182K +991 New