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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
801
Pathstone Family Office
New Jersey
$241K +$86.2K +1,562 +65%
CCA
802
Childress Capital Advisors
Texas
$240K +$65.6K +1,188 +43%
BMCM
803
Bryn Mawr Capital Management
Pennsylvania
$240K +$218K +3,951 New
GAM
804
Griffin Asset Management
New York
$237K +$215K +3,897 New
GRP
805
Global Retirement Partners
California
$235K -$30K -544 -12%
APA
806
American Portfolios Advisors
New York
$233K +$13.5K +245 +7%
KA
807
KLCM Advisors
Wisconsin
$233K -$216K -3,920 -51%
IAN
808
Integrated Advisors Network
Texas
$233K +$211K +3,830 New
KFP
809
KB Financial Partners
New Jersey
$233K +$212K +3,839 New
LC
810
Lavaca Capital
Texas
$232K +$211K +3,822 New
KI
811
Koch Industries
Kansas
$230K +$209K +3,788 New
FSG
812
Financial Strategies Group
Michigan
$227K +$206K +3,734 New
WIC
813
Woodmont Investment Counsel
Tennessee
$227K +$206K +3,739 New
SCM
814
Stevens Capital Management
Pennsylvania
$224K +$203K +3,683 New
BAIA
815
Bel Air Investment Advisors
California
$220K +$200K +3,621 New
BIAS
816
Beacon Investment Advisory Services
New Jersey
$219K +$199K +3,600 New
CCM
817
Condor Capital Management
New Jersey
$219K +$199K +3,608 New
CAM
818
Cidel Asset Management
Ontario, Canada
$218K +$198K +3,592 New
ACA
819
Atlas Capital Advisors
Wyoming
$217K
MA
820
MJP Associates
Connecticut
$215K +$195K +3,539 New
TCM
821
Tuttle Capital Management
Connecticut
$213K -$277K -5,020 -59%
BCM
822
Bluefin Capital Management
New York
$213K +$193K +3,500 New
DE
823
Day & Ennis
Georgia
$213K +$194K +3,508 New
LTI
824
Laffer Tengler Investments
Tennessee
$212K
EWM
825
Evercore Wealth Management
New York
$211K -$64.9K -1,176 -25%