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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1426
Sequoia Financial Advisors
Ohio
$315K +$2.4K +17 +0.8%
TC
1427
Trust Company
Kansas
$313K +$54.9K +389 +22%
SL
1428
Summitry LLC
California
$312K -$32K -227 -10%
TFF
1429
The Family Firm
Maryland
$312K -$7.05K -50 -2%
PCA
1430
Private Capital Advisors
Connecticut
$311K – – –
CCMW
1431
Cypress Capital Management (Wyoming)
Wyoming
$309K – – –
HHGA
1432
Halbert Hargrove Global Advisors
California
$308K +$26.2K +186 +10%
FAT
1433
First American Trust
California
$307K – – –
VC
1434
Vicus Capital
Pennsylvania
$307K +$705 +5 +0.2%
VWA
1435
V Wealth Advisors
Kansas
$306K +$19.3K +137 +7%
BI
1436
Boulegeris Investments
Georgia
$304K -$49.8K -353 -15%
MWP
1437
Moller Wealth Partners
$303K – – –
BAM
1438
Bruderman Asset Management
New York
$300K +$220K +1,560 +317%
PAMG
1439
Patton Albertson Miller Group
Tennessee
$298K -$33.6K -238 -10%
MAA
1440
Matrix Asset Advisors
New York
$298K -$11K -78 -4%
MCM
1441
McRae Capital Management
New Jersey
$298K – – –
MMPW
1442
Mitchell McLeod Pugh & Williams
Alabama
$298K – – –
BFA
1443
Beaumont Financial Advisors
Massachusetts
$297K +$75.9K +538 +36%
I
1444
IberiaBank
Louisiana
$296K -$57.4K -407 -17%
CA
1445
Capital Advantage
California
$296K +$10.4K +74 +4%
WP
1446
WealthPLAN Partners
Nebraska
$295K +$485K +3,441 New
HPWM
1447
Highland Private Wealth Management
Washington
$295K -$2.82K -20 -1%
KFP
1448
Keystone Financial Planning
Ohio
$293K – – –
PAA
1449
Peregrine Asset Advisers
Oregon
$292K – – –
IB
1450
Intrust Bank
Kansas
$291K -$28.3K -201 -9%