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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1401
Sonora Investment Management
Arizona
$215K +$22.5K +131 +10%
NWS
1402
Newport Wealth Strategies
California
$213K -$779K -4,544 -77%
NGA
1403
Naples Global Advisors
Florida
$212K +$253K +1,475 New
First Manhattan
1404
First Manhattan
New York
$211K
GIA
1405
GHP Investment Advisors
Colorado
$210K +$250K +1,456 New
HJMC
1406
Hellman Jordan Management Company
Massachusetts
$207K +$16.5K +96 +7%
CRWM
1407
Castle Rock Wealth Management
California
$206K -$325K -1,895 -61%
PFA
1408
Pathway Financial Advisors
Vermont
$206K
OC
1409
Oakworth Capital
Alabama
$205K +$137K +799 +128%
BTW
1410
Boston Trust Walden
Massachusetts
$204K -$23.7K -138 -9%
CCM
1411
Consolidated Capital Management
California
$204K +$243K +1,415 New
AWM
1412
Aevitas Wealth Management
Massachusetts
$203K
KCPG
1413
Kavar Capital Partners Group
Kansas
$203K +$23.8K +139 +11%
AFM
1414
Andesa Financial Management
Pennsylvania
$202K -$2.4K -14 -1%
PFG
1415
PAX Financial Group
Texas
$202K +$224K +1,309 New
HCM
1416
HMS Capital Management
Tennessee
$201K
PPP
1417
Private Portfolio Partners
New Jersey
$201K +$239K +1,394 New
XF
1418
XML Financial
Maryland
$200K -$184K -1,073 -44%
CCMW
1419
Cypress Capital Management (Wyoming)
Wyoming
$194K -$34.3K -200 -13%
FRA
1420
Front Row Advisors
California
$193K +$21.8K +127 +12%
LWM
1421
Lenox Wealth Management
Ohio
$192K +$8.4K +49 +4%
VNA
1422
Valley National Advisers
Pennsylvania
$191K -$305K -1,781 -57%
KPW
1423
Kore Private Wealth
New York
$190K -$56.9K -332 -20%
JFA
1424
JNBA Financial Advisors
Minnesota
$190K +$25K +146 +12%
SQA
1425
Simon Quick Advisors
New Jersey
$187K +$166K +968 +290%