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Name Holding Trade Value Shares
Change
Change in
Stake
VFP
2076
Verus Financial Partners
Virginia
$240K -$815K -2,181 -77%
HS
2077
Haafor (Singapore)
Singapore
$240K +$238K +636 New
WSCM
2078
Wellington Shields Capital Management
New York
$239K -$18.7K -50 -7%
GKFF
2079
George Kaiser Family Foundation
Oklahoma
$238K – – –
CS
2080
Capital Square
Tennessee
$238K +$237K +633 New
AF
2081
Alerus Financial
North Dakota
$237K -$112K -300 -32%
CWM
2082
Chesapeake Wealth Management
Virginia
$237K -$7.47K -20 -3%
TWM
2083
TMD Wealth Management
Arizona
$236K +$234K +627 New
WAG
2084
Winthrop Advisory Group
Massachusetts
$236K +$234K +627 New
AC
2085
Alexandria Capital
Virginia
$234K +$4.48K +12 +2%
HWM
2086
Hemington Wealth Management
Virginia
$234K +$232K +622 New
MFW
2087
Mosaic Family Wealth
Missouri
$233K – – –
HG
2088
Harbor Group
New Hampshire
$233K +$237K +635 New
FCIM
2089
Fairview Capital Investment Management
California
$232K – – –
Signature Estate & Investment Advisors
2090
Signature Estate & Investment Advisors
California
$231K -$4.86K -13 -2%
LFA
2091
Lighthouse Financial Advisors
Maryland
$231K +$5.61K +15 +3%
RA
2092
Rodgers & Associates
Pennsylvania
$231K +$229K +612 New
IFAM
2093
Institutional & Family Asset Management
Colorado
$230K +$14.9K +40 +7%
OAM
2094
Optimal Asset Management
California
$228K – – –
XF
2095
XML Financial
Maryland
$227K -$27.3K -73 -11%
HCP
2096
Holt Capital Partners
Texas
$227K – – –
KIC
2097
Kensington Investment Counsel
California
$227K +$225K +603 New
MA
2098
Mezzasalma Advisors
New Jersey
$226K +$224K +599 New
FCM
2099
Firestone Capital Management
Florida
$225K – – –
PCFFS
2100
Pacific Center for Financial Services
California
$225K +$2.24K +6 +1%