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Name Holding Trade Value Shares
Change
Change in
Stake
SF
1701
Summit Financial
New Jersey
$392K +$433K +2,671 New
MF
1702
Montis Financial
Massachusetts
$391K +$1.13K +7 +0.3%
SNB
1703
Security National Bank
Nebraska
$390K -$87.2K -538 -17%
CWM
1704
Campbell Wealth Management
Virginia
$388K +$5.51K +34 +1%
CANY
1705
Caxton Associates (New York)
New York
$388K +$429K +2,646 New
Members Trust
1706
Members Trust
Florida
$387K -$18.3K -113 -4%
MWM
1707
Maltin Wealth Management
New Jersey
$385K -$19.3K -119 -4%
FPCP
1708
Fort Point Capital Partners
California
$384K +$9.88K +61 +2%
GKWIM
1709
Gerber Kawasaki Wealth & Investment Management
California
$383K -$61.6K -380 -13%
LNWTC
1710
Laird Norton Wetherby Trust Company
Washington
$383K +$29K +179 +7%
LCM
1711
LCM Capital Management
Illinois
$381K -$3.73K -23 -0.9%
CA
1712
Cambridge Advisors
Nebraska
$381K – – –
MA
1713
MONECO Advisors
Connecticut
$381K +$53.5K +330 +15%
TNA
1714
True North Advisors
Texas
$380K -$324 -2 -0.1%
PGWM
1715
Parisi Gray Wealth Management
New Jersey
$380K +$2.43K +15 +0.6%
GP
1716
Greenline Partners
New York
$379K – – –
CFG
1717
Cooper Financial Group
California
$379K +$26.1K +161 +7%
BWA
1718
Burt Wealth Advisors
Maryland
$378K – – –
CHP
1719
Cable Hill Partners
Oregon
$378K – – –
SWP
1720
Summit Wealth Partners
Florida
$377K -$84.6K -522 -17%
RTS
1721
Round Table Services
New Jersey
$377K – – –
MWM
1722
Merriman Wealth Management
Washington
$377K +$21.9K +135 +6%
KLWA
1723
Kelly Lawrence W & Associates
California
$376K – – –
LCM
1724
Liberty Capital Management
Michigan
$374K -$17.7K -109 -4%
PGAM
1725
Princeton Global Asset Management
New Jersey
$374K – – –