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Name Holding Trade Value Shares
Change
Change in
Stake
HCP
2701
Holt Capital Partners
Texas
$258K
RR
2702
Robotti Robert
$258K
CWM
2703
Campbell Wealth Management
Virginia
$258K +$267K +2,994 New
AA
2704
AlphaCentric Advisors
Puerto Rico
$258K +$268K +3,000 New
PCG
2705
Prosperity Consulting Group
Maryland
$257K -$23.9K -268 -8%
MFG
2706
Menard Financial Group
Texas
$256K -$61.6K -690 -19%
CIM
2707
Chapman Investment Management
California
$256K -$13.4K -150 -5%
TA
2708
Tiedemann Advisors
New York
$256K +$29.1K +326 +12%
CHA
2709
Cooper/Haims Advisors
New York
$255K
WCM
2710
WealthBridge Capital Management
Ohio
$254K
SA
2711
Syntax Advisors
New York
$253K +$16.1K +180 +7%
VCG
2712
Vantage Consulting Group
Virginia
$253K +$16.1K +180 +7%
NWA
2713
New World Advisors
Massachusetts
$252K -$8.93K -100 -3%
CCP
2714
Carmel Capital Partners
California
$251K +$16.8K +188 +7%
CTA
2715
Colonial Trust Advisors
South Carolina
$251K +$260K +2,915 New
DI
2716
DFPG Investments
Utah
$250K -$43.8K -491 -16%
BCM
2717
Blume Capital Management
California
$250K -$15.4K -172 -6%
TF
2718
TimeScale Financial
Massachusetts
$250K +$22.3K +250 +9%
SA
2719
Shilanski & Associates
Alaska
$249K -$125K -1,399 -33%
MCA
2720
Maryland Capital Advisors
Maryland
$249K
RC
2721
Reik & Co
New York
$249K
TFA
2722
Triad Financial Advisors
North Carolina
$249K +$3.57K +40 +1%
PCMC
2723
Private Capital Management (Colorado)
Colorado
$249K +$19K +213 +8%
WLIM
2724
White Lighthouse Investment Management
Massachusetts
$248K
SW
2725
SkyOak Wealth
Michigan
$247K +$3.39K +38 +1%