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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1851
Transamerica Financial Advisors
Florida
$177K -$37.1K -364 -17%
SC
1852
Steph & Co
Wisconsin
$174K – – –
PO
1853
Private Ocean
California
$173K -$4.28K -42 -2%
PA
1854
PSI Advisors
Florida
$168K – – –
M
1855
MOTCO
Texas
$168K -$26.9K -264 -14%
AA
1856
Alta Advisers
United Kingdom
$168K – – –
AWM
1857
Ameliora Wealth Management
Switzerland
$168K -$222K -2,180 -57%
BCM
1858
Blume Capital Management
California
$168K – – –
MHR
1859
Matthew Hamilton Rosenberg
$164K -$7.85K -77 -4%
SCM
1860
Silvant Capital Management
Georgia
$161K – – –
MRCM
1861
M&R Capital Management
New Jersey
$157K +$4.89K +48 +3%
APW
1862
Acima Private Wealth
Virginia
$153K – – –
CSWM
1863
Cassady Schiller Wealth Management
Ohio
$150K +$152K +1,494 New
TPCW
1864
TD Private Client Wealth
New York
$148K -$226K -2,213 -60%
BAM
1865
Byrne Asset Management
New Jersey
$148K -$9.08K -89 -6%
SC
1866
Sierra Capital
Florida
$145K – – –
CAS
1867
Coppell Advisory Solutions
Texas
$144K +$147K +1,438 New
CASC
1868
Coppell Advisory Solutions Corp
Texas
$144K +$147K +1,438 New
AS
1869
AM Squared
Hong Kong
$144K +$146K +1,435 New
AAG
1870
Armstrong Advisory Group
Massachusetts
$144K +$146K +1,432 New
RFA
1871
Resurgent Financial Advisors
Georgia
$141K +$143K +1,405 New
GJIA
1872
Glass Jacobson Investment Advisors
Maryland
$141K +$143K +1,403 New
EDRH
1873
Edmond de Rothschild Holding
Switzerland
$138K – – –
FCA
1874
FinTrust Capital Advisors
South Carolina
$138K -$60.8K -596 -30%
FMB
1875
Field & Main Bank
Kentucky
$137K -$40.9K -401 -23%