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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1676
Connecticut Wealth Management
Connecticut
$227K +$223K +3,812 New
HPBT
1677
High Point Bank & Trust
North Carolina
$226K
SG
1678
Somerset Group
Minnesota
$225K
LWA
1679
Lenox Wealth Advisors
New York
$223K -$8.01K -137 -4%
MVA
1680
Mount Vernon Associates
Maryland
$223K
AAM
1681
Autus Asset Management
Arizona
$222K -$4.21K -72 -2%
DLHL
1682
Donald L. Hagan LLC
Florida
$220K -$63.4K -1,085 -23%
VAS
1683
Valicenti Advisory Services
New York
$220K +$117 +2 +0.1%
KP
1684
Keel Point
Alabama
$219K -$2.46K -42 -1%
IWA
1685
Intercontinental Wealth Advisors
Texas
$219K +$215K +3,673 New
GWM
1686
Greenwich Wealth Management
Connecticut
$218K
GKWIM
1687
Gerber Kawasaki Wealth & Investment Management
California
$217K -$14K -240 -6%
LCP
1688
Legacy Capital Partners
Wisconsin
$216K -$1.28M -21,828 -86%
HF
1689
HRT Financial
New York
$216K -$20K -342 -9%
NI
1690
NFC Investments
Tennessee
$215K +$211K +3,604 New
RIG
1691
Roosevelt Investment Group
New York
$214K -$9.88K -169 -4%
NCMW
1692
Northern Capital Management (Wisconsin)
Wisconsin
$214K +$210K +3,589 New
OC
1693
Oarsman Capital
Wisconsin
$213K -$4.91K -84 -2%
MI
1694
Montage Investments
Kansas
$213K +$209K +3,575 New
MFW
1695
Mosaic Family Wealth
Missouri
$212K -$104K -1,776 -33%
HBWM
1696
Hollow Brook Wealth Management
New York
$212K +$208K +3,560 New
HR
1697
Howe & Rusling
New York
$210K +$18.3K +313 +10%
ERIM
1698
Eagle Ridge Investment Management
Connecticut
$209K +$205K +3,508 New
ABP
1699
Arthur B. Page
$209K +$206K +3,520 New
SHCM
1700
Stokes & Hubbell Capital Management
Louisiana
$208K +$205K +3,499 New