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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1901
Blume Capital Management
California
$102K – – –
BHWM
1902
Bay Harbor Wealth Management
Maryland
$100K -$47.7K -405 -32%
BCA
1903
Berman Capital Advisors
Georgia
$100K -$43.9K -373 -30%
EWM
1904
Elmwood Wealth Management
California
$100K – – –
PG
1905
Proffitt & Goodson
Tennessee
$95K – – –
CCM
1906
Chiron Capital Management
Florida
$93K +$94K +798 New
CA
1907
Crewe Advisors
Utah
$92K – – –
FWM
1908
Filbrandt Wealth Management
Wisconsin
$90K – – –
LF
1909
Lee Financial
Texas
$90K – – –
BCMIO
1910
Beacon Capital Management Inc (Ohio)
Ohio
$88K – – –
CAGAS
1911
Capital Advisory Group Advisory Services
Minnesota
$86K – – –
CAL
1912
Capital Advisors Ltd
Ohio
$86K +$118 +1 +0.1%
MIFH
1913
Migdal Insurance & Financial Holdings
Israel
$82K -$126K -1,070 -60%
Barrow, Hanley, Mewhinney & Strauss
1914
Barrow, Hanley, Mewhinney & Strauss
Texas
$82K – – –
MWA
1915
Moser Wealth Advisors
Washington
$82K +$12.4K +105 +17%
HWA
1916
HHM Wealth Advisors
Tennessee
$81K – – –
FPB
1917
First PREMIER Bank
South Dakota
$77K +$63.3K +538 +427%
SFFS
1918
Stonehage Fleming Financial Services
Jersey
$76K – – –
HGWM
1919
Harvest Group Wealth Management
Massachusetts
$76K +$1.77K +15 +2%
FFC
1920
First Financial Corp
Indiana
$76K +$12.8K +109 +20%
ACM
1921
AUA Capital Management
Pennsylvania
$73K – – –
RTC
1922
Riverview Trust Company
Washington
$73K – – –
EIP
1923
Ellis Investment Partners
Pennsylvania
$72K +$824 +7 +1%
WOC
1924
West Oak Capital
California
$68K -$802K -6,809 -92%
C
1925
Cerebellum
California
$64K -$37K -314 -37%