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Name Holding Trade Value Shares
Change
Change in
Stake
LA
1451
LVW Advisors
New York
$588K +$12.8K +51 +2%
PCMC
1452
Private Capital Management (Colorado)
Colorado
$587K +$5K +20 +0.9%
TFO
1453
Tarbox Family Office
California
$584K +$12.5K +50 +2%
CAMG
1454
CWA Asset Management Group
Florida
$583K -$38.3K -153 -6%
BCM
1455
Beck Capital Management
Texas
$583K -$20K -80 -4%
LA
1456
Lau Associates
Delaware
$582K
PAS
1457
Partnervest Advisory Services
California
$581K -$258K -1,030 -32%
EAM
1458
Evanson Asset Management
California
$579K -$45.8K -183 -8%
SIM
1459
Sadoff Investment Management
Wisconsin
$578K
CA
1460
Crewe Advisors
Utah
$578K +$313K +1,251 +134%
NQWM
1461
Northwest Quadrant Wealth Management
Oregon
$576K -$6.76K -27 -1%
HCM
1462
Hodges Capital Management
Texas
$575K
FC
1463
Ferris Capital
Massachusetts
$572K -$10.5K -42 -2%
STMM
1464
South Texas Money Management
Texas
$572K +$15.8K +63 +3%
IA
1465
Independence Advisors
Pennsylvania
$572K +$43.8K +175 +9%
SCA
1466
Stonebridge Capital Advisors
Minnesota
$567K -$79.6K -318 -13%
BWL
1467
Bogart Wealth LLC
Virginia
$567K +$102K +409 +24%
CPA
1468
Court Place Advisors
Maryland
$563K
SBSB
1469
Sullivan, Bruyette, Speros & Blaney
Virginia
$562K +$62.6K +250 +13%
EF
1470
Empirical Finance
Pennsylvania
$559K -$10.5K -42 -2%
KMWM
1471
Keudell/Morrison Wealth Management
Oregon
$559K +$135K +540 +35%
HCP
1472
Holt Capital Partners
Texas
$556K
TI
1473
Tidal Investments
Wisconsin
$554K -$25.5K -102 -5%
GSWM
1474
Golden State Wealth Management
California
$554K +$2.5K +10 +0.5%
CIC
1475
Crawford Investment Counsel
Georgia
$550K +$39K +156 +8%