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Name Holding Trade Value Shares
Change
Change in
Stake
CBA
1601
Coastal Bridge Advisors
Connecticut
$412K +$1.22K +22 +0.3%
BI
1602
Bredin Investment
Delaware
$411K +$425K +7,660 New
FWM
1603
Focused Wealth Management
New York
$410K -$247K -4,464 -37%
HPWM
1604
Highland Private Wealth Management
Washington
$410K -$56.8K -1,024 -12%
MSR
1605
Main Street Research
Connecticut
$409K -$320K -5,781 -43%
WAM
1606
Weatherly Asset Management
California
$408K -$1.89K -34 -0.4%
CHP
1607
Cable Hill Partners
Oregon
$406K -$137K -2,464 -25%
DDPIC
1608
Deroy & Devereaux Private Investment Counsel
Michigan
$405K -$14.1M -254,663 -97%
OIA
1609
OneDigital Investment Advisors
Kansas
$404K +$213K +3,845 +104%
OCM
1610
Orser Capital Management
Texas
$404K +$372K +6,708 New
BFG
1611
Beacon Financial Group
Texas
$402K +$114K +2,049 +38%
CB
1612
CNB Bank
Pennsylvania
$402K +$415K +7,485 New
LA
1613
LexAurum Advisors
Kansas
$400K +$397K +7,154 New
EAM
1614
Evanson Asset Management
California
$397K +$25.1K +453 +7%
KWMG
1615
King Wealth Management Group
Florida
$395K +$5.82K +105 +1%
LCM
1616
Lucas Capital Management
New Jersey
$394K -$11.7K -211 -3%
BPCA
1617
Bank Pictet & Cie (Asia)
Singapore
$394K
EML
1618
Eos Management LP
New York
$393K
AFP
1619
Ausdal Financial Partners
Iowa
$392K +$109K +1,963 +37%
OWP
1620
Obermeyer Wealth Partners
Colorado
$390K +$19.8K +357 +5%
SIS
1621
Sound Income Strategies
Florida
$390K +$413K +7,447 New
CCA
1622
Conestoga Capital Advisors
Pennsylvania
$388K -$40.7K -734 -9%
BLAM
1623
Bourne Lent Asset Management
New York
$388K
SIM
1624
SSI Investment Management
California
$385K -$61.5K -1,110 -13%
SP
1625
Successful Portfolios
Florida
$385K +$397K +7,162 New