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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
2701
RBA Wealth Management
California
$259K -$3.39K -38 -1%
AWC
2702
Adamsbrown Wealth Consultants
Kansas
$259K +$268 +3 +0.1%
HCP
2703
Holt Capital Partners
Texas
$258K – – –
RR
2704
Robotti Robert
$258K – – –
CWM
2705
Campbell Wealth Management
Virginia
$258K +$267K +2,994 New
AA
2706
AlphaCentric Advisors
Puerto Rico
$258K +$268K +3,000 New
PCG
2707
Prosperity Consulting Group
Maryland
$257K -$23.9K -268 -8%
MFG
2708
Menard Financial Group
Texas
$256K -$61.6K -690 -19%
CIM
2709
Chapman Investment Management
California
$256K -$13.4K -150 -5%
Tiedemann Advisors
2710
Tiedemann Advisors
New York
$256K +$29.1K +326 +12%
CHA
2711
Cooper/Haims Advisors
New York
$255K – – –
WCM
2712
WealthBridge Capital Management
Ohio
$254K – – –
SA
2713
Syntax Advisors
New York
$253K +$16.1K +180 +7%
VCG
2714
Vantage Consulting Group
Virginia
$253K +$16.1K +180 +7%
NWA
2715
New World Advisors
Massachusetts
$252K -$8.93K -100 -3%
CCP
2716
Carmel Capital Partners
California
$251K +$16.8K +188 +7%
CTA
2717
Colonial Trust Advisors
South Carolina
$251K +$260K +2,915 New
DI
2718
DFPG Investments
Utah
$250K -$43.8K -491 -16%
BCM
2719
Blume Capital Management
California
$250K -$15.4K -172 -6%
TF
2720
TimeScale Financial
Massachusetts
$250K +$22.3K +250 +9%
SA
2721
Shilanski & Associates
Alaska
$249K -$125K -1,399 -33%
MCA
2722
Maryland Capital Advisors
Maryland
$249K – – –
RC
2723
Reik & Co
New York
$249K – – –
TFA
2724
Triad Financial Advisors
North Carolina
$249K +$3.57K +40 +1%
PCMC
2725
Private Capital Management (Colorado)
Colorado
$249K +$19K +213 +8%