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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1726
Merriman Wealth Management
Washington
$282K
TA
1727
Tiedemann Advisors
New York
$281K -$2.08M -46,834 -88%
FNFDCM
1728
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$280K -$152K -3,410 -35%
GAG
1729
GM Advisory Group
New York
$280K -$90.8K -2,040 -25%
PB
1730
Pinnacle Bancorp
Nebraska
$279K -$10.9K -244 -4%
KTA
1731
Keeley-Teton Advisors
Illinois
$278K -$6.94K -156 -2%
ACP
1732
Arcus Capital Partners
Georgia
$278K
LTI
1733
Laffer Tengler Investments
Tennessee
$276K +$273K +6,139 New
FWM
1734
Frontier Wealth Management
Missouri
$276K -$90.5K -2,033 -25%
PWM
1735
Paulson Wealth Management
Illinois
$276K +$259K +5,816 New
QWM
1736
Quaker Wealth Management
New Jersey
$275K +$273K +6,124 New
VAM
1737
Verity Asset Management
North Carolina
$274K -$26K -585 -9%
PCFFS
1738
Pacific Center for Financial Services
California
$273K
CC
1739
Centiva Capital
New York
$272K +$168K +3,776 +166%
OHS
1740
Odey Holdings (Switzerland)
Switzerland
$271K
WIP
1741
Wellesley Investment Partners
Massachusetts
$270K -$2.94K -66 -1%
AP
1742
Atwood & Palmer
Missouri
$270K
MWPCG
1743
Measured Wealth Private Client Group
New Hampshire
$269K -$71.9K -1,616 -21%
SGK
1744
Steigerwald Gordon & Koch
Virginia
$268K +$265K +5,963 New
RM
1745
Resource Management
Louisiana
$267K +$178 +4 +0.1%
WAS
1746
Wealth Advisory Solutions
Indiana
$267K +$265K +5,942 New
TCM
1747
TimesSquare Capital Management
New York
$266K -$7.04M -158,215 -96%
RA
1748
Rational Advisors
New York
$266K -$815K -18,320 -76%
PP
1749
PDS Planning
Ohio
$266K -$1.38K -31 -0.5%
MA
1750
Montag & Associates
Georgia
$266K +$65.1K +1,462 +33%