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Name Holding Trade Value Shares
Change
Change in
Stake
DA
1426
Doliver Advisors
Texas
$210K +$211K +2,896 New
CT
1427
CPF Texas
Texas
$210K +$211K +2,903 New
SIM
1428
SSI Investment Management
California
$209K -$364 -5 -0.2%
IWA
1429
Intercontinental Wealth Advisors
Texas
$209K – – –
OPWM
1430
Oak Point Wealth Management
Michigan
$209K +$201K +2,760 New
AI
1431
Accredited Investors
Minnesota
$209K +$210K +2,884 New
WP
1432
WealthSource Partners
California
$208K -$44.4K -611 -18%
SSA
1433
South Street Advisors
New York
$208K – – –
IWC
1434
Integrated Wealth Concepts
Massachusetts
$208K +$195K +2,680 New
GWS
1435
Glassman Wealth Services
Virginia
$205K -$291 -4 -0.1%
BMCM
1436
Bryn Mawr Capital Management
Pennsylvania
$205K – – –
WWM
1437
Windsor Wealth Management
Indiana
$205K +$206K +2,828 New
RFO
1438
RiverGlades Family Offices
Florida
$204K +$205K +2,815 New
AWM
1439
AE Wealth Management
Kansas
$203K -$529K -7,270 -72%
SWA
1440
SFMG Wealth Advisors
Texas
$203K +$145 +2 +0.1%
FNB
1441
Farmers National Bank
Kentucky
$203K +$74.9K +1,030 +58%
BL
1442
Balentine LLC
Georgia
$202K -$52.1K -717 -20%
SFM
1443
Signature Financial Management
Virginia
$201K -$231K -3,182 -54%
KSA
1444
Ken Stern & Associates
California
$201K -$82.2K -1,131 -29%
ACP
1445
Aveo Capital Partners
Colorado
$201K +$201K +2,768 New
SC
1446
SRB Corp
Massachusetts
$198K +$32.9K +453 +20%
QCG
1447
Quadrant Capital Group
Ohio
$197K +$218 +3 +0.1%
BJL
1448
Brighton Jones LLC
Washington
$195K +$234K +3,215 +34%
STA
1449
Summit Trail Advisors
New York
$194K +$178K +2,451 New
VIA
1450
Vantage Investment Advisors
Pennsylvania
$189K – – –