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Name Holding Trade Value Shares
Change
Change in
Stake
SL
1426
Summitry LLC
California
$312K -$32K -227 -10%
TFF
1427
The Family Firm
Maryland
$312K -$7.05K -50 -2%
PCA
1428
Private Capital Advisors
Connecticut
$311K
CCMW
1429
Cypress Capital Management (Wyoming)
Wyoming
$309K
HHGA
1430
Halbert Hargrove Global Advisors
California
$308K +$26.2K +186 +10%
FAT
1431
First American Trust
California
$307K
VC
1432
Vicus Capital
Pennsylvania
$307K +$705 +5 +0.2%
VWA
1433
V Wealth Advisors
Kansas
$306K +$19.3K +137 +7%
BI
1434
Boulegeris Investments
Georgia
$304K -$49.8K -353 -15%
MWP
1435
Moller Wealth Partners
$303K
BAM
1436
Bruderman Asset Management
New York
$300K +$220K +1,560 +317%
PAMG
1437
Patton Albertson Miller Group
Tennessee
$298K -$33.6K -238 -10%
MAA
1438
Matrix Asset Advisors
New York
$298K -$11K -78 -4%
MCM
1439
McRae Capital Management
New Jersey
$298K
MMPW
1440
Mitchell McLeod Pugh & Williams
Alabama
$298K
BFA
1441
Beaumont Financial Advisors
Massachusetts
$297K +$75.9K +538 +36%
I
1442
IberiaBank
Louisiana
$296K -$57.4K -407 -17%
CA
1443
Capital Advantage
California
$296K +$10.4K +74 +4%
WP
1444
WealthPLAN Partners
Nebraska
$295K +$485K +3,441 New
HPWM
1445
Highland Private Wealth Management
Washington
$295K -$2.82K -20 -1%
KFP
1446
Keystone Financial Planning
Ohio
$293K
PAA
1447
Peregrine Asset Advisers
Oregon
$292K
IB
1448
Intrust Bank
Kansas
$291K -$28.3K -201 -9%
DWM
1449
Destination Wealth Management
California
$291K +$280K +1,989 New
SIM
1450
SSI Investment Management
California
$290K +$3.52K +25 +1%