Name Holding Trade Value Shares
Change
Change in
Stake
PO
1301
Private Ocean
California
$78K – – –
HWA
1302
HHM Wealth Advisors
Tennessee
$77K -$309 -1 -0.4%
SQA
1303
Simon Quick Advisors
New Jersey
$74K +$2.16K +7 +3%
TFS
1304
TrustCore Financial Services
Tennessee
$72K – – –
PHK
1305
Point72 Hong Kong
Hong Kong
$70K -$2.84M -9,187 -98%
KFI
1306
Key Financial Inc
Pennsylvania
$69K – – –
SJIA
1307
St. James Investment Advisors
New York
$69K – – –
BCMLT
1308
Beacon Capital Management LLC (Tennessee)
Tennessee
$69K +$66.2K +214 New
AP
1309
Arlington Partners
Alabama
$68K – – –
WBC
1310
West Branch Capital
Massachusetts
$68K – – –
SGAM
1311
Smith Group Asset Management
Texas
$67K +$2.16K +7 +3%
CNBTD
1312
Citizens National Bank Trust Department
Mississippi
$66K – – –
RCG
1313
Rock Creek Group
District of Columbia
$65K -$174K -564 -74%
DWMG
1314
DB Wealth Management Group
California
$65K – – –
MCM
1315
MV Capital Management
Maryland
$65K +$14.2K +46 +29%
NF
1316
Norwood Financial
Pennsylvania
$64K – – –
RAM
1317
Riggs Asset Management
Pennsylvania
$64K – – –
TFO
1318
Tarbox Family Office
California
$63K -$17K -55 -22%
OC
1319
Oakworth Capital
Alabama
$63K – – –
SC
1320
Solstein Capital
California
$63K +$45.8K +148 +308%
FPS
1321
Fieldpoint Private Securities
Connecticut
$62K -$8.04K -26 -12%
WT
1322
Washington Trust
Rhode Island
$62K +$3.09K +10 +5%
FP
1323
Financial Perspectives
Minnesota
$61.6K – – –
CAL
1324
Capital Advisors Ltd
Ohio
$61K – – –
SC
1325
Seldon Capital
California
$61K – – –