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Name Holding Trade Value Shares
Change
Change in
Stake
OA
1201
Oxbow Advisors
Texas
$240K
AFP
1202
Ausdal Financial Partners
Iowa
$240K +$241K +997 New
GW
1203
GW & Wade
Massachusetts
$239K +$242 +1 +0.1%
AW
1204
Alpha Windward
Massachusetts
$239K +$484 +2 +0.2%
BB
1205
Bell Bank
North Dakota
$238K +$2.66K +11 +1%
WGCA
1206
Wolf Group Capital Advisors
Virginia
$237K -$15.5K -64 -6%
CAMG
1207
CWA Asset Management Group
Florida
$235K
TCM
1208
Tradewinds Capital Management
Washington
$235K
BC
1209
Burleson & Co
California
$233K
FCIM
1210
Fairview Capital Investment Management
California
$233K
FFA
1211
First Foundation Advisors
California
$232K -$22K -91 -9%
WPW
1212
Waldron Private Wealth
Pennsylvania
$232K +$726 +3 +0.3%
SAS
1213
Stelac Advisory Services
New York
$232K +$233K +964 New
CCM
1214
Coldstream Capital Management
Washington
$231K +$232K +957 New
BWM
1215
Buckley Wealth Management
Nevada
$229K -$16K -66 -6%
CSIC
1216
Clifford Swan Investment Counsel
California
$229K -$12.6K -52 -5%
RWMH
1217
Riverpoint Wealth Management Holdings
Illinois
$229K -$242 -1 -0.1%
JIC
1218
Joel Isaacson & Co
New York
$229K
KF
1219
Krilogy Financial
Missouri
$229K +$230K +950 New
BUB
1220
BBVA USA Bancshares
Texas
$228K +$230K +948 New
FANJ
1221
Financial Architects (New Jersey)
New Jersey
$227K -$180K -743 -44%
CL
1222
Choreo LLC
Illinois
$227K +$5.08K +21 +2%
HI
1223
Hendershot Investments
Virginia
$227K +$7.26K +30 +3%
PAA
1224
Peregrine Asset Advisers
Oregon
$226K
RMDI
1225
R.M. Davis Inc
Maine
$226K +$227K +937 New