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Name Holding Trade Value Shares
Change
Change in
Stake
FAT
1426
First American Trust
California
$292K +$61.5K +479 +30%
VC
1427
Vicus Capital
Pennsylvania
$291K -$15.7K -122 -6%
Carson Wealth (CWM LLC)
1428
Carson Wealth (CWM LLC)
Nebraska
$290K -$10.7K -83 -4%
TT
1429
Tiedemann Trust
Delaware
$289K +$19.1K +149 +8%
MWP
1430
Moller Wealth Partners
$288K – – –
MMPW
1431
Mitchell McLeod Pugh & Williams
Alabama
$284K +$9.89K +77 +4%
MCM
1432
McRae Capital Management
New Jersey
$283K – – –
HPWM
1433
Highland Private Wealth Management
Washington
$283K +$262K +2,040 New
TCM
1434
TD Capital Management
Tennessee
$282K – – –
CA
1435
Callahan Advisors
Texas
$281K +$257 +2 +0.1%
WPW
1436
Waldron Private Wealth
Pennsylvania
$279K -$27.7K -216 -10%
KFP
1437
Keystone Financial Planning
Ohio
$279K – – –
HCM
1438
Hollencrest Capital Management
California
$277K -$17.7K -138 -6%
PAA
1439
Peregrine Asset Advisers
Oregon
$277K – – –
WP
1440
WealthSource Partners
California
$277K +$256K +1,991 New
QGM
1441
Quality Growth Management
California
$275K – – –
VWA
1442
V Wealth Advisors
Kansas
$273K +$250K +1,946 New
CA
1443
Capital Advantage
California
$271K +$128 +1 +0.1%
BWFM
1444
Bridgewater Wealth & Financial Management
Maryland
$270K +$31K +241 +14%
FNT
1445
First Nebraska Trust
Nebraska
$268K – – –
ESBC
1446
E.S. Barr & Co
Kentucky
$267K – – –
GC
1447
Gratry & Company
Ohio
$267K – – –
SIM
1448
SSI Investment Management
California
$267K – – –
HHGA
1449
Halbert Hargrove Global Advisors
California
$267K +$6.17K +48 +3%
AWM
1450
Altavista Wealth Management
North Carolina
$266K -$14.8K -115 -6%