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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1876
Liberty Wealth Management
California
$267K -$190K -3,554 -42%
OAM
1877
Occidental Asset Management
California
$267K -$107 -2 -0%
LCM
1878
Liberty Capital Management
Michigan
$267K – – –
WPA
1879
Winning Points Advisors
Florida
$267K – – –
HWA
1880
HHM Wealth Advisors
Tennessee
$267K +$964 +18 +0.4%
UCMOK
1881
United Capital Management of KS
Kansas
$265K -$28K -522 -10%
CWAG
1882
Compton Wealth Advisory Group
Virginia
$265K -$321 -6 -0.1%
MAS
1883
Managed Account Services
Florida
$265K +$161 +3 +0.1%
LJHT
1884
Laurie J. Hall Trustee
$263K – – –
SA
1885
SRH Advisors
Kansas
$263K +$589 +11 +0.2%
MC
1886
Mathes Company
New York
$262K – – –
CCFM
1887
Clear Creek Financial Management
Washington
$258K -$25.5K -476 -9%
WIP
1888
Wellesley Investment Partners
Massachusetts
$258K +$6.85K +128 +3%
Advisory Alpha
1889
Advisory Alpha
Michigan
$257K -$3.48K -65 -1%
HBWM
1890
Hollow Brook Wealth Management
New York
$257K – – –
TCPWM
1891
Traverso Chambers Private Wealth Management
California
$256K – – –
TLP
1892
Trinity Legacy Partners
Texas
$255K -$11.8K -220 -4%
MCM
1893
McRae Capital Management
New Jersey
$255K – – –
WCF
1894
West Coast Financial
California
$254K +$161 +3 +0.1%
WTFG
1895
Wells Trecaso Financial Group
Ohio
$253K -$8.51K -159 -3%
CFG
1896
CMC Financial Group
Georgia
$253K – – –
VNA
1897
Valley National Advisers
Pennsylvania
$253K +$214 +4 +0.1%
W
1898
WealthOne
New York
$253K +$3.48K +65 +1%
FIM
1899
Fernwood Investment Management
Massachusetts
$253K +$5.36K +100 +2%
Merit Financial Group
1900
Merit Financial Group
Georgia
$253K +$249K +4,643 New