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Name Holding Trade Value Shares
Change
Change in
Stake
KW
2826
KWB Wealth
California
$296K – – –
Advisory Alpha
2827
Advisory Alpha
Michigan
$296K +$24.6K +228 +9%
BSAM
2828
Blue Square Asset Management
New York
$296K – – –
FC
2829
Fulcrum Capital
Washington
$294K – – –
Hirtle Callaghan & Co
2830
Hirtle Callaghan & Co
Pennsylvania
$294K +$19.1K +177 +7%
SL
2831
Summitry LLC
California
$294K -$10.8K -100 -3%
DSA
2832
Droms Strauss Advisors
Missouri
$293K – – –
OP
2833
ORG Partners
Indiana
$293K -$54.5K -506 -15%
SFA
2834
Source Financial Advisors
New York
$293K -$14.1K -131 -4%
TWM
2835
TriaGen Wealth Management
California
$292K – – –
CTC
2836
Corundum Trust Company
South Dakota
$292K -$1.62K -15 -0.5%
TJHA
2837
Thomas J. Herzfeld Advisors
Florida
$291K – – –
RP
2838
Rice Partnership
Hawaii
$291K -$26.9K -250 -8%
MWP
2839
Meridian Wealth Partners
Pennsylvania
$291K +$5.17K +48 +2%
VIA
2840
Virtus Investment Advisers
Connecticut
$290K -$479K -4,444 -61%
MCA
2841
Maryland Capital Advisors
Maryland
$290K -$7.87K -73 -3%
ABP
2842
Arthur B. Page
$290K -$5.39K -50 -2%
ARG
2843
Advisory Resource Group
Oklahoma
$289K -$2.54M -23,600 -89%
AFS
2844
Annapolis Financial Services
Maryland
$289K +$18.6K +173 +7%
CA
2845
Centerpoint Advisors
Massachusetts
$289K +$10.8K +100 +4%
MCM
2846
Mainstay Capital Management
Michigan
$289K +$302K +2,803 New
QWM
2847
QP Wealth Management
New Jersey
$288K – – –
HCM
2848
Harvey Capital Management
Florida
$288K – – –
CCM
2849
Chickasaw Capital Management
Tennessee
$288K – – –
SIA
2850
Schear Investment Advisers
Ohio
$287K – – –