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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1576
Pure Financial Advisors
California
$240K +$36.7K +185 +17%
FHA
1577
First Horizon Advisors
Tennessee
$239K +$12.3K +62 +5%
QCM
1578
Quest Capital Management
Texas
$238K +$251K +1,263 New
CBFP
1579
Cedar Brook Financial Partners
Ohio
$238K +$251K +1,264 New
WC
1580
Wexford Capital
Florida
$236K +$248K +1,250 New
WCM
1581
WealthBridge Capital Management
Ohio
$236K +$249K +1,253 New
LA
1582
LVW Advisors
New York
$235K +$33.4K +168 +16%
SCM
1583
Schnieders Capital Management
California
$232K -$9.93K -50 -4%
VHAM
1584
Van Hulzen Asset Management
California
$232K +$4.77K +24 +2%
FFW
1585
Fusion Family Wealth
New York
$231K +$4.37K +22 +2%
MNBTD
1586
Moody National Bank Trust Division
Texas
$231K +$243K +1,224 New
SL
1587
Signition LP
New York
$229K +$241K +1,213 New
LIM
1588
Lagoda Investment Management
New York
$228K – – –
MOS
1589
MGO One Seven
Ohio
$227K -$99.7K -502 -29%
FPCP
1590
Fort Point Capital Partners
California
$227K -$23.8K -120 -9%
CISOA
1591
Capital Investment Services of America
Wisconsin
$226K – – –
MBTD
1592
Mechanics Bank - Trust Department
California
$226K – – –
ACM
1593
Advisors Capital Management
New Jersey
$225K -$15.5K -78 -6%
CFA
1594
Clarfeld Financial Advisors
New York
$225K +$236K +1,189 New
GJCM
1595
Grand Jean Capital Management
California
$224K – – –
UBV
1596
United Bank (Virginia)
Virginia
$224K – – –
RM
1597
Resource Management
Louisiana
$224K +$13.3K +67 +6%
WP
1598
WealthSource Partners
California
$223K -$34.6K -174 -13%
MVA
1599
Mount Vernon Associates
Maryland
$220K -$6.35K -32 -3%
11A
1600
10-15 Associates
New York
$220K – – –