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Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
2826
Pacific Capital Wealth Advisors
California
$192K +$180K +449 New
PO
2827
Private Ocean
California
$190K – – –
BIA
2828
Bell Investment Advisors
California
$187K -$6.83K -17 -4%
M
2829
MOTCO
Texas
$186K -$4.42K -11 -2%
AIMA
2830
Ables Iannone Moore & Associates
Georgia
$186K +$175K +435 New
GC
2831
Garde Capital
Washington
$183K +$47K +117 +38%
TCG
2832
Transcendent Capital Group
Oklahoma
$183K +$172K +429 New
CAC
2833
Core Alternative Capital
Georgia
$182K -$266K -663 -61%
WPA
2834
West Paces Advisors
Georgia
$181K +$16.5K +41 +11%
PS
2835
Planned Solutions
California
$177K +$166K +414 New
TSW
2836
Thompson Siegel & Walmsley
Virginia
$175K – – –
POIA
2837
Pin Oak Investment Advisors
Texas
$175K +$12.9K +32 +8%
PCFFS
2838
Pacific Center for Financial Services
California
$174K +$402 +1 +0.2%
AA
2839
Addison Advisors
Vermont
$171K +$22.5K +56 +16%
CJ
2840
Caitlin John
Michigan
$166K +$157K +390 New
FBC
2841
Fairfield, Bush & Co
Connecticut
$166K +$157K +390 New
PFA
2842
Pathway Financial Advisers
Indiana
$162K +$402 +1 +0.3%
GEA
2843
Glen Eagle Advisors
New Jersey
$162K +$16.9K +42 +12%
CFD
2844
Creative Financial Designs
Indiana
$161K +$7.23K +18 +5%
TFA
2845
Transamerica Financial Advisors
Florida
$159K -$4.02K -10 -3%
WWM
2846
Wolff Wiese Magana
California
$157K -$7.63K -19 -5%
PPWM
2847
PFG Private Wealth Management
Florida
$156K +$112K +280 +326%
BCM
2848
Blume Capital Management
California
$155K – – –
HCM
2849
Highlander Capital Management
New Jersey
$151K – – –
VL
2850
Vima LLC
Michigan
$150K +$141K +352 New