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Name Holding Trade Value Shares
Change
Change in
Stake
GFP
1801
Gryphon Financial Partners
Ohio
$224K -$378 -7 -0.2%
QCIG
1802
Quad-Cities Investment Group
Iowa
$224K +$233K +4,316 New
AWM
1803
AllSquare Wealth Management
New York
$221K – – –
SAS
1804
Stelac Advisory Services
New York
$221K +$126K +2,328 +121%
CSA
1805
Cottage Street Advisors
Massachusetts
$218K – – –
KA
1806
Klingman & Associates
New York
$217K – – –
PCM
1807
Pointe Capital Management
Michigan
$217K +$2K +37 +0.9%
GLA
1808
Good Life Advisors
Pennsylvania
$215K -$36.1K -668 -14%
NBG
1809
Nancy B. Gardiner
$215K -$8.48K -157 -4%
FBA
1810
Front Barnett Associates
Illinois
$215K – – –
WC
1811
Weil Company
California
$215K – – –
WTFG
1812
Wells Trecaso Financial Group
Ohio
$213K -$3.67K -68 -2%
CPA
1813
Clear Perspective Advisors
Illinois
$211K – – –
CHJWM
1814
Carlton Hofferkamp & Jenks Wealth Management
Texas
$210K -$167K -3,092 -44%
BWA
1815
Burt Wealth Advisors
Maryland
$210K +$270 +5 +0.1%
ATFA
1816
All Terrain Financial Advisors
Minnesota
$209K – – –
EBSAM
1817
Eubel Brady & Suttman Asset Management
Ohio
$209K +$216 +4 +0.1%
GAAM
1818
Guinness Atkinson Asset Management
California
$208K – – –
MTC
1819
McDaniel Terry & Co
Texas
$208K – – –
PHAM
1820
Palisades Hudson Asset Management
Florida
$208K – – –
VV
1821
Verity & Verity
South Carolina
$208K +$216K +3,993 New
ACM
1822
Ashford Capital Management
Delaware
$207K – – –
RIG
1823
Roosevelt Investment Group
New York
$206K -$43.6K -807 -17%
CPH
1824
C Partners Holding
Switzerland
$205K -$56.9K -1,053 -21%
VCM
1825
Vivaldi Capital Management
Illinois
$205K -$162 -3 -0.1%