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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1726
Smith Capital Management
Arkansas
$351K +$113K +2,302 +50%
SSI
1727
Scott & Selber Inc
Texas
$350K -$24.5K -499 -7%
GI
1728
Glovista Investments
New Jersey
$350K
BFPW
1729
BOK Financial Private Wealth
Colorado
$349K +$50.2K +1,024 +18%
CWM
1730
Cabot Wealth Management
Massachusetts
$348K
NPF
1731
Norris Perne & French
Michigan
$347K -$41.5K -847 -11%
CYG
1732
Clean Yield Group
Vermont
$347K -$9.8K -200 -3%
CM
1733
Castleark Management
Illinois
$347K
TF
1734
Tompkins Financial
New York
$346K -$91.4K -1,864 -22%
9WM
1735
9258 Wealth Management
Ohio
$345K -$3.04K -62 -0.9%
CANC
1736
Culbertson A N & Co
Virginia
$345K
STMM
1737
South Texas Money Management
Texas
$344K -$106K -2,170 -24%
SCI
1738
Stableford Capital II
Arizona
$344K -$43K -877 -11%
SFS
1739
Strategic Financial Services
New York
$344K +$36.5K +745 +12%
MWA
1740
Meridian Wealth Advisors
Texas
$340K
OCG
1741
Opus Capital Group
Ohio
$340K +$60.5K +1,235 +23%
IIA
1742
IPG Investment Advisors
California
$340K
PI
1743
Pettee Investors
Connecticut
$339K
LSPW
1744
Lake Street Private Wealth
Illinois
$338K +$325K +6,634 New
SWRP
1745
Summit Wealth & Retirement Planning
California
$335K
GIP
1746
Granite Investment Partners
California
$332K -$15.6K -318 -5%
KL
1747
KWMG LLC
Kansas
$332K +$2.3K +47 +0.7%
SCM
1748
Sterneck Capital Management
Missouri
$331K
TFO
1749
Tarbox Family Office
California
$330K -$32.3K -659 -9%
QPWM
1750
Quadrant Private Wealth Management
Pennsylvania
$330K +$5.68K +116 +2%