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Name Holding Trade Value Shares
Change
Change in
Stake
SGA
1301
Strategic Global Advisors
California
$245K – – –
LC
1302
Loews Corp
New York
$242K – – –
SBWM
1303
Sunflower Bank Wealth Management
Arizona
$242K – – –
JIP
1304
Jaffetilchin Investment Partners
Florida
$242K +$1.2K +36 +0.5%
CCM
1305
Coldstream Capital Management
Washington
$242K +$12.3K +368 +6%
HPWM
1306
Highland Private Wealth Management
Washington
$242K +$15.7K +470 +7%
SCA
1307
Salient Capital Advisors
Texas
$241K – – –
DE
1308
Day & Ennis
Georgia
$240K -$1.67K -50 -0.7%
SB
1309
Simmons Bank
Arkansas
$240K +$1.67K +50 +0.7%
FWM
1310
Frontier Wealth Management
Missouri
$239K -$6.41K -192 -3%
WA
1311
Wealth Architects
California
$238K +$230K +6,896 New
BPB
1312
Badgley, Phelps & Bell
Washington
$236K +$24.9K +746 +12%
CIAS
1313
Capital Investment Advisory Services
North Carolina
$236K +$228K +6,838 New
DPI
1314
Diversified Portfolios Inc
Michigan
$235K +$11.1K +332 +5%
SGK
1315
Steigerwald Gordon & Koch
Virginia
$233K +$225K +6,750 New
TW
1316
Transform Wealth
Colorado
$233K +$226K +6,754 New
CWM
1317
Connecticut Wealth Management
Connecticut
$232K -$2.94K -88 -1%
PGA
1318
Portland Global Advisors
Maine
$231K +$223K +6,682 New
WP
1319
WMS Partners
Maryland
$229K -$24.2K -726 -10%
JGIA
1320
Jackson Grant Investment Advisers
Connecticut
$228K +$401 +12 +0.2%
FUBT
1321
First United Bank & Trust
Maryland
$227K -$35.8K -1,072 -14%
TCOO
1322
Trust Company of Oklahoma
Oklahoma
$224K – – –
PFBT
1323
Parkside Financial Bank & Trust
Missouri
$224K +$4.01K +120 +2%
AIA
1324
Armor Investment Advisors
North Carolina
$224K +$216K +6,474 New
BFPW
1325
BOK Financial Private Wealth
Colorado
$222K -$10.4K -312 -5%