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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1451
First Foundation Advisors
California
$367K +$31.9K +291 +8%
CFAM
1452
Coury Firm Asset Management
Pennsylvania
$366K +$439 +4 +0.1%
BFA
1453
Beaumont Financial Advisors
Massachusetts
$364K -$44.8K -408 -9%
W
1454
Wealthquest
Ohio
$364K
CCM
1455
Cox Capital Management
Massachusetts
$363K -$1.32K -12 -0.3%
SP
1456
Successful Portfolios
Florida
$362K -$30.2K -275 -7%
HBW
1457
Hazlett, Burt & Watson
West Virginia
$362K -$29.1K -265 -6%
HFRG
1458
Houlihan Financial Resource Group
Virginia
$362K +$408K +3,717 New
SF
1459
Summit Financial
New Jersey
$362K +$78.1K +712 +22%
FCB
1460
First Command Bank
Texas
$361K -$33K -301 -7%
FCFS
1461
First Command Financial Services
Texas
$361K -$33K -301 -7%
PA
1462
Probity Advisors
Texas
$361K -$17.9K -163 -4%
CAM
1463
Campion Asset Management
Virginia
$361K +$26.2K +239 +7%
MPCG
1464
Matrix Private Capital Group
New York
$359K -$110 -1 -0%
CT
1465
Columbia Trust
Oregon
$359K
JMFC
1466
J.M. Forbes & Co
Massachusetts
$358K -$6.03K -55 -1%
MCC
1467
Malaga Cove Capital
California
$358K +$425K +3,877 New
FPWM
1468
FSB Premier Wealth Management
Iowa
$357K -$51.7K -471 -11%
DAC
1469
Dividend Assets Capital
South Carolina
$357K -$19K -173 -4%
OA
1470
Oxbow Advisors
Texas
$357K
AWM
1471
Accurate Wealth Management
Florida
$356K -$223K -2,030 -35%
I2I
1472
Insight 2811 Inc
Illinois
$355K -$6.58K -60 -2%
KFI
1473
Key Financial Inc
Pennsylvania
$355K +$273K +2,487 +184%
KOC
1474
Koss-Olinger Consulting
Florida
$353K +$150K +1,368 +56%
CCA
1475
Checchi Capital Advisers
California
$352K -$233K -2,123 -36%