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Name Holding Trade Value Shares
Change
Change in
Stake
PWS
1001
Private Wealth Strategies
Ohio
$217K +$48.6K +3,548 +22%
WCA
1002
Westover Capital Advisors
Delaware
$216K +$266K +19,434 New
WA
1003
WP Advisors
California
$215K +$8.71K +636 +3%
HWA
1004
HCR Wealth Advisors
California
$214K -$5.18K -378 -2%
EP
1005
Eudaimonia Partners
Tennessee
$213K -$7.56K -552 -3%
GFPC
1006
Global Financial Private Client
Florida
$211K -$148K -10,832 -37%
BFEC
1007
Benjamin F. Edwards & Company
Missouri
$211K -$2.09M -152,893 -89%
HIP
1008
HUB Investment Partners
Texas
$211K -$548 -40 -0.2%
SIS
1009
Sound Income Strategies
Florida
$211K +$1.51K +110 +0.6%
FNBT
1010
FineMark National Bank & Trust
Florida
$210K +$7.12K +520 +3%
CAM
1011
Cozad Asset Management
Illinois
$209K +$25.6K +1,870 +11%
CRWM
1012
Castle Rock Wealth Management
California
$208K -$43.5K -3,176 -15%
SIAG
1013
Safeguard Investment Advisory Group
California
$208K
G
1014
GenTrust
Florida
$208K +$50.7K +3,700 +25%
CWA
1015
Clarus Wealth Advisors
Arizona
$207K +$51K +3,726 +26%
HWM
1016
HB Wealth Management
Georgia
$207K +$255K +18,592 New
HC
1017
Hamilton Capital
Ohio
$206K -$5.89K -430 -2%
LCM
1018
Liberty Capital Management
Michigan
$206K
NCM
1019
NCM Capital Management
New Jersey
$206K
HNWAG
1020
High Net Worth Advisory Group
Florida
$205K -$77.5K -5,659 -23%
MWM
1021
Modera Wealth Management
New Jersey
$205K -$28.2K -2,060 -10%
TWM
1022
Titus Wealth Management
California
$205K +$972 +71 +0.4%
GKWIM
1023
Gerber Kawasaki Wealth & Investment Management
California
$205K +$39.3K +2,872 +18%
CS
1024
Comerica Securities
Michigan
$205K +$252K +18,407 New
HWM
1025
Hohimer Wealth Management
Washington
$204K