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Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
1801
Marks Group Wealth Management
Minnesota
$209K -$70.7K -561 -26%
BO
1802
BRR OpCo
Ohio
$209K -$19.4K -154 -9%
AAM
1803
AMI Asset Management
California
$209K +$202K +1,600 New
SMH
1804
Sanders Morris Harris
Texas
$209K +$202K +1,603 New
VCM
1805
Virtue Capital Management
Tennessee
$208K +$201K +1,592 New
PFA
1806
Pure Financial Advisors
California
$208K +$201K +1,598 New
FCM
1807
Fairbanks Capital Management
California
$207K -$40.1K -318 -18%
1WA
1808
180 Wealth Advisors
Washington
$207K +$195K +1,550 New
Financial Engines Advisors
1809
Financial Engines Advisors
California
$207K +$200K +1,589 New
RGIA
1810
Rainier Group Investment Advisory
Washington
$206K -$70.1K -556 -26%
BWP
1811
Bernardo Wealth Planning
Pennsylvania
$205K +$198K +1,575 New
CWM
1812
Chronos Wealth Management
Florida
$205K +$198K +1,575 New
FRM
1813
Fox Run Management
Connecticut
$205K +$198K +1,575 New
GBBWRPM
1814
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$204K +$197K +1,567 New
BONST
1815
Bank of Nova Scotia Trust
Ontario, Canada
$203K -$33.1K -263 -14%
SIM
1816
SSI Investment Management
California
$201K +$194K +1,540 New
IC
1817
Inscription Capital
Texas
$201K +$194K +1,542 New
BCP
1818
Blue Chip Partners
Michigan
$199K -$20.5K -163 -10%
CTB
1819
Country Trust Bank
Illinois
$196K
TI
1820
Truehand Inc
New Hampshire
$195K
MCM
1821
MV Capital Management
Maryland
$191K +$6.43K +51 +4%
LWA
1822
Lenox Wealth Advisors
New York
$190K +$9.95K +79 +6%
PA
1823
Procyon Advisors
Connecticut
$185K -$41.5K -329 -19%
LWM
1824
Lenox Wealth Management
Ohio
$184K +$23.3K +185 +15%
OIA
1825
Optimum Investment Advisors
Illinois
$183K