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Name Holding Trade Value Shares
Change
Change in
Stake
BPFA
801
Barnes Pettey Financial Advisors
Mississippi
$222K
FLII
802
First Long Island Investors
New York
$219K
MCWA
803
Meadow Creek Wealth Advisors
Georgia
$219K
SFI
804
SPC Financial Inc
Maryland
$217K +$233K +1,026 New
BIG
805
Brooklyn Investment Group
New York
$217K
SL
806
Sentinus LLC
Illinois
$215K +$1.36K +6 +0.6%
CIM
807
CIM Investment Management
Pennsylvania
$215K -$2.73K -12 -1%
OAM
808
Oxford Asset Management
United Kingdom
$213K +$229K +1,008 New
FA
809
FDx Advisors
Illinois
$212K -$26.4K -116 -10%
GF
810
Gabelli Funds
New York
$211K -$36.3K -160 -14%
CP
811
Capital Planning
Washington
$211K
LGA
812
Lebenthal Global Advisors
New York
$211K +$2.95K +13 +1%
IA
813
IFP Advisors
Florida
$210K +$124K +544 +121%
MPWT
814
MassMutual Private Wealth & Trust
Connecticut
$210K +$63.6K +280 +39%
HSA
815
HBK Sorce Advisory
Pennsylvania
$210K +$909 +4 +0.4%
AF
816
Allworth Financial
California
$209K +$38.2K +168 +22%
WIA
817
Wetzel Investment Advisors
Indiana
$209K -$2.04K -9 -1%
P
818
&Partners
Tennessee
$206K +$221K +973 New
AWP
819
Accretive Wealth Partners
New Jersey
$205K
BA
820
Bridgewater Associates
Connecticut
$205K -$940K -4,137 -81%
BPA
821
Beacon Pointe Advisors
California
$205K -$208K -914 -49%
SC
822
Syon Capital
California
$204K +$22K +97 +11%
RWM
823
Raffa Wealth Management
District of Columbia
$204K
SOW
824
State of Wyoming
Wyoming
$204K +$160K +706 +274%
1WM
825
1858 Wealth Management
Ohio
$203K +$218K +960 New