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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1901
Shikiar Asset Management
New York
$245K – – –
WBG
1902
Wharton Business Group
Pennsylvania
$244K -$12.9K -125 -5%
KFS
1903
Kurt F. Somerville
$244K – – –
SFWA
1904
Summit Financial Wealth Advisors
Louisiana
$244K +$234K +2,273 New
CHP
1905
Cable Hill Partners
Oregon
$243K -$41.9K -407 -16%
BCA
1906
Berman Capital Advisors
Georgia
$243K +$240K +2,331 New
CA
1907
Capital Advantage
California
$242K – – –
IAM
1908
ICM Asset Management
Washington
$241K +$231K +2,245 New
WCM
1909
Whitener Capital Management
North Carolina
$241K +$232K +2,250 New
CA
1910
CapWealth Advisors
Tennessee
$240K -$12.9K -125 -5%
OKSA
1911
O'Keefe Stevens Advisory
New York
$240K -$5.15K -50 -2%
SCG
1912
Sonata Capital Group
Washington
$240K – – –
RCG
1913
Ruggie Capital Group
Florida
$240K +$8.04K +78 +4%
OMC
1914
Overbrook Management Corp
New York
$239K – – –
SFS
1915
Summit Financial Strategies
Ohio
$239K +$8.14K +79 +4%
TIM
1916
Tortoise Investment Management
New York
$238K -$5.56K -54 -2%
OWA
1917
One Wealth Advisors
California
$236K +$226K +2,193 New
SAM
1918
SignalPoint Asset Management
Missouri
$235K +$15.5K +150 +7%
LFA
1919
Legacy Financial Advisors
Kentucky
$235K +$226K +2,189 New
AA
1920
Alesco Advisors
New York
$234K – – –
HCP
1921
Holt Capital Partners
Texas
$234K – – –
BBNB
1922
Baker Boyer National Bank
Washington
$233K – – –
DWM
1923
Dakota Wealth Management
Florida
$233K +$223K +2,164 New
HFA
1924
Huber Financial Advisors
Illinois
$233K +$224K +2,171 New
JSA
1925
Jacobson & Schmitt Advisors
Wisconsin
$232K – – –