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Name Holding Trade Value Shares
Change
Change in
Stake
CC
801
Callan Capital
California
$236K +$232K +3,485 New
SWP
802
Stratos Wealth Partners
Ohio
$236K -$188K -2,824 -45%
ABLA
803
Alan B. Lancz & Associates
Ohio
$235K – – –
CCC
804
Chelsea Counsel Company
California
$232K +$228K +3,420 New
TIA
805
Trust Investment Advisors
Indiana
$231K +$227K +3,408 New
OAM
806
Oxford Asset Management
United Kingdom
$230K -$341K -5,118 -60%
PTC
807
Private Trust Company
Ohio
$230K +$2.33K +35 +1%
EFS
808
Essex Financial Services
Connecticut
$229K -$52.7K -791 -19%
HBT
809
Hills Bank & Trust
Iowa
$229K – – –
AA
810
Advisory Alpha
Michigan
$229K -$467 -7 -0.2%
RG
811
Rathbones Group
United Kingdom
$229K +$225K +3,378 New
CFP
812
Cascade Financial Partners
California
$227K – – –
AI
813
Accredited Investors
Minnesota
$227K -$200 -3 -0.1%
SMC
814
Smith, Moore & Co
Missouri
$226K -$4.93K -74 -2%
MNBTD
815
Moody National Bank Trust Division
Texas
$225K +$221K +3,321 New
IG
816
ING Group
Netherlands
$225K -$1.24M -18,559 -85%
MWM
817
Maridea Wealth Management
New York
$225K -$127K -1,911 -37%
HCM
818
Howland Capital Management
Massachusetts
$224K – – –
FAM
819
Formidable Asset Management
Ohio
$223K -$109K -1,640 -33%
PCM
820
Prelude Capital Management
New York
$222K -$5.46K -82 -2%
IWM
821
IHT Wealth Management
Illinois
$221K +$217K +3,258 New
OC
822
Oppenheimer & Co
New York
$221K -$59.5K -893 -22%
SP
823
Successful Portfolios
Florida
$220K +$133 +2 +0.1%
PAMG
824
Patton Albertson Miller Group
Tennessee
$220K – – –
DIM
825
DLK Investment Management
California
$217K +$213K +3,200 New