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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1826
Capital Advantage
California
$285K
LPC
1827
Loeb Partners Corp
New York
$284K
WS
1828
Wela Strategies
Georgia
$284K +$13.8K +80 +6%
AWMG
1829
Alliance Wealth Management Group
New Jersey
$282K -$256K -1,486 -50%
KPCM
1830
Kings Point Capital Management
New York
$282K -$60.4K -350 -19%
WDL
1831
Well Done LLC
Michigan
$282K -$9.32K -54 -4%
CFIA
1832
Cantor Fitzgerald Investment Advisors
New York
$281K
CCA
1833
Conservest Capital Advisors
Pennsylvania
$281K +$345 +2 +0.1%
MLFP
1834
MPS Loria Financial Planners
Illinois
$281K +$863 +5 +0.3%
WA1
1835
Wimmer Associates 1
California
$280K -$105K -606 -29%
FFWA
1836
FRG Family Wealth Advisors
Washington
$279K -$4.32K -25 -2%
LFR
1837
Lehman Financial Resources
Pennsylvania
$279K
LC
1838
LCNB Corp
Ohio
$277K +$15.2K +88 +6%
AC
1839
Avestar Capital
New York
$277K +$273K +1,583 New
HCMNY
1840
Howard Capital Management (New York)
New York
$276K
BWP
1841
Baldwin Wealth Partners
Massachusetts
$276K +$17.3K +100 +7%
WCM
1842
Weatherstone Capital Management
Colorado
$276K +$251K +1,456 New
CCMW
1843
Cypress Capital Management (Wyoming)
Wyoming
$275K
OMC
1844
Overbrook Management Corp
New York
$275K
IRC
1845
Investors Research Corp
Georgia
$275K +$250K +1,450 New
SDJVC
1846
St. Denis J. Villere & Co
Louisiana
$274K -$224K -1,300 -47%
WA
1847
WealthTrust Axiom
Pennsylvania
$274K
IIA
1848
IPG Investment Advisors
California
$274K -$854K -4,950 -77%
RCG
1849
Ruggie Capital Group
Florida
$273K +$49.2K +285 +25%
QAM
1850
QCI Asset Management
New York
$272K +$12.1K +70 +5%