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Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
1826
Squar Milner Financial Services
California
$280K +$210K +1,060 +368%
CCM
1827
Condor Capital Management
New Jersey
$279K +$198 +1 +0.1%
SC
1828
Slow Capital
California
$277K -$12.1K -61 -4%
SFM
1829
Signet Financial Management
New Jersey
$277K +$198 +1 +0.1%
CWM
1830
Campbell Wealth Management
Virginia
$275K -$5.94K -30 -2%
GCA
1831
Greenwood Capital Associates
South Carolina
$275K +$16.6K +84 +7%
AC
1832
Avestar Capital
New York
$274K +$792 +4 +0.3%
BFIC
1833
Bedell Frazier Investment Counselling
California
$272K – – –
TIM
1834
Tortoise Investment Management
New York
$271K +$11.1K +56 +4%
IBOK
1835
Independence Bank of Kentucky
Kentucky
$270K -$83.2K -420 -24%
FAN
1836
Financial Advisors Network
California
$269K +$245K +1,238 New
NCM
1837
Noesis Capital Mangement
Florida
$268K +$256K +1,291 New
BFG
1838
Barber Financial Group
Kansas
$267K -$8.71K -44 -3%
MHIM
1839
MacNealy Hoover Investment Management
Ohio
$266K -$127K -640 -33%
BCA
1840
Bay Colony Advisors
Massachusetts
$266K +$2.97K +15 +1%
SL
1841
Salomon & Ludwin
Virginia
$266K +$9.11K +46 +4%
HHGA
1842
Halbert Hargrove Global Advisors
California
$264K +$252K +1,270 New
CCA
1843
Conservest Capital Advisors
Pennsylvania
$263K -$18.8K -95 -7%
DOA
1844
D'Orazio & Associates
Virginia
$263K +$1.19K +6 +0.5%
BCM
1845
Becker Capital Management
Oregon
$263K +$251K +1,265 New
PFA
1846
Pathway Financial Advisors
Vermont
$262K -$59.4K -300 -19%
GC
1847
Grace Capital
Massachusetts
$262K – – –
NEPWA
1848
New England Private Wealth Advisors
Massachusetts
$262K – – –
MSFP
1849
Mark Sheptoff Financial Planning
Connecticut
$260K – – –
WA
1850
Wealth Architects
California
$259K -$25.6K -129 -9%