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Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1951
Halbert Hargrove Global Advisors
California
$365K -$3.08K -58 -0.8%
DW
1952
Domani Wealth
Pennsylvania
$365K
WAG
1953
Winthrop Advisory Group
Massachusetts
$364K +$38.5K +725 +11%
BPCE
1954
Bank Pictet & Cie (Europe)
Germany
$363K
CFC
1955
Coyle Financial Counsel
Illinois
$362K +$363K +6,845 +1,592%
SWA
1956
SFMG Wealth Advisors
Texas
$356K -$42.3K -796 -10%
GEA
1957
Glen Eagle Advisors
New Jersey
$356K -$15.9K -299 -4%
IWA
1958
Intercontinental Wealth Advisors
Texas
$354K -$452K -8,512 -54%
AEPG
1959
American Economic Planning Group
New Jersey
$354K +$43K +810 +13%
VWA
1960
V Wealth Advisors
Kansas
$354K +$49.3K +928 +16%
SFFS
1961
Stonehage Fleming Financial Services
Jersey
$353K
BRF
1962
B. Riley Financial
California
$352K +$3.45K +65 +1%
NB
1963
Northwest Bancshares
Pennsylvania
$349K
JCP
1964
Jabre Capital Partners
Switzerland
$348K +$159K +3,000 +75%
SGK
1965
Steigerwald Gordon & Koch
Virginia
$347K +$57.7K +1,087 +18%
NCM
1966
Noesis Capital Mangement
Florida
$346K +$3.19K +60 +0.9%
JAM
1967
Jolley Asset Management
North Carolina
$344K -$10.6K -200 -3%
BHB
1968
Bank Hapoalim BM
Israel
$342K +$23.1K +435 +7%
PHS
1969
Pekin Hardy Strauss
Illinois
$342K +$85K +1,600 +30%
LFA
1970
Landmark Financial Advisors
Kentucky
$341K -$2.81K -53 -0.8%
MLFP
1971
MPS Loria Financial Planners
Illinois
$341K +$1.11K +21 +0.3%
CFD
1972
Creative Financial Designs
Indiana
$340K +$106 +2 +0%
CA
1973
Continuum Advisory
Idaho
$339K -$84.4K -1,589 -19%
DT
1974
Diversified Trust
Tennessee
$339K +$1.22K +23 +0.3%
FGAM
1975
Financial Gravity Asset Management
Texas
$339K +$246K +4,638 +202%