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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
2126
Intercontinental Wealth Advisors
Texas
$267K -$67.6K -1,444 -20%
RIG
2127
Roosevelt Investment Group
New York
$265K -$28.7K -614 -10%
GWMIA
2128
Global Wealth Management Investment Advisory
Florida
$265K +$264K +5,643 New
CWP
2129
Capital Wealth Planning
Florida
$264K – – –
NIM
2130
NuWave Investment Management
New Jersey
$264K +$246K +5,258 +1,437%
ACM
2131
Academy Capital Management
Texas
$263K – – –
GTAM
2132
Global Trust Asset Management
Florida
$263K +$220K +4,700 +526%
EWG
2133
Executive Wealth Group
Washington
$263K +$609 +13 +0.2%
CF
2134
Corrigan Financial
Rhode Island
$262K +$17.3K +369 +7%
DA
2135
DSC Advisors
Illinois
$262K -$27.2K -580 -9%
SAM
2136
Summit Asset Management
Tennessee
$262K – – –
Aristotle Capital Management
2137
Aristotle Capital Management
California
$261K – – –
KOCAA
2138
Knights of Columbus Asset Advisors
Connecticut
$260K -$212K -4,533 -45%
CCM
2139
Colorado Capital Management
Colorado
$260K -$3.42K -73 -1%
HR
2140
Howe & Rusling
New York
$258K -$183K -3,904 -42%
EWM
2141
Executive Wealth Management
Michigan
$256K +$255K +5,444 New
SL
2142
Signition LP
New York
$256K +$255K +5,453 New
PWAC
2143
Private Wealth Advisors (California)
California
$256K +$256K +5,459 New
MFBTD
2144
MB Financial Bank - Trust Department
Illinois
$255K -$118K -2,516 -32%
RI
2145
Ridgewood Investments
New Jersey
$255K – – –
LDFR
2146
Lehman & Derafelo Financial Resources
Pennsylvania
$255K +$254K +5,435 New
CAAS
2147
Capital Asset Advisory Services
Michigan
$254K – – –
SWM
2148
Segment Wealth Management
Texas
$253K +$30.3K +647 +14%
PL
2149
Parthenon LLC
Kentucky
$252K – – –
AACR
2150
ACR Alpine Capital Research
Missouri
$249K +$234 +5 +0.1%