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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1776
Venturi Wealth Management
Texas
$227K +$17.7K +384 +8%
HHGA
1777
Halbert Hargrove Global Advisors
California
$227K +$227K +4,945 New
WPP
1778
Whalerock Point Partners
Rhode Island
$226K +$2.44K +53 +1%
FM
1779
Foster & Motley
Ohio
$225K +$6.99K +152 +3%
WPA
1780
Winning Points Advisors
Florida
$224K
LWS
1781
Lucia Wealth Services
California
$224K +$225K +4,888 New
LJHT
1782
Laurie J. Hall Trustee
$222K
MC
1783
Mathes Company
New York
$221K
SAM
1784
Security Asset Management
New York
$221K
VA
1785
Valmark Advisers
Ohio
$221K +$221K +4,816 New
SA
1786
SRH Advisors
Kansas
$220K
TVWM
1787
Tower View Wealth Management
Wisconsin
$220K +$220K +4,794 New
B
1788
Bellecapital
Switzerland
$220K +$221K +4,805 New
AIP
1789
Ahrens Investment Partners
Louisiana
$218K +$218K +4,743 New
SCM
1790
SOL Capital Management
Maryland
$217K -$17.5K -380 -7%
MWM
1791
MinichMacGregor Wealth Management
New York
$217K +$184 +4 +0.1%
CCM
1792
Canal Capital Management
Virginia
$217K +$2.94K +64 +1%
FAG
1793
Financial Advisory Group
Texas
$217K +$218K +4,740 New
BFG
1794
Barber Financial Group
Kansas
$216K +$216K +4,705 New
ACG
1795
Allen Capital Group
Nebraska
$216K +$216K +4,706 New
KM
1796
Kalos Management
Georgia
$215K +$217K +4,727 New
Credit Agricole
1797
Credit Agricole
France
$214K -$304M -6,603,738 -100%
ACM
1798
Argent Capital Management
Missouri
$214K -$45.5K -989 -18%
BBNB
1799
Baker Boyer National Bank
Washington
$214K
AAS
1800
Annex Advisory Services
Wisconsin
$214K +$214K +4,662 New