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Name Holding Trade Value Shares
Change
Change in
Stake
SAS
1801
Stelac Advisory Services
New York
$246K
WC
1802
Weil Company
California
$246K +$6.15K +109 +3%
PCM
1803
Pointe Capital Management
Michigan
$244K +$1.75K +31 +0.7%
SFG
1804
StrategIQ Financial Group
Indiana
$244K +$237K +4,206 New
CSA
1805
Cottage Street Advisors
Massachusetts
$243K
FBA
1806
Front Barnett Associates
Illinois
$240K
CIC
1807
Cornercap Investment Counsel
Georgia
$240K +$12K +212 +5%
JWM
1808
JGP Wealth Management
Oregon
$240K +$233K +4,135 New
AWM
1809
AllSquare Wealth Management
New York
$239K -$6.88K -122 -3%
FC
1810
Ferris Capital
Massachusetts
$236K -$1.45M -25,623 -86%
GFP
1811
Gryphon Financial Partners
Ohio
$235K -$13.7K -242 -6%
CPA
1812
Clear Perspective Advisors
Illinois
$235K
RIM
1813
Redwood Investment Management
Arizona
$234K -$21.1K -374 -8%
BWA
1814
Burt Wealth Advisors
Maryland
$234K +$226 +4 +0.1%
ATFA
1815
All Terrain Financial Advisors
Minnesota
$233K
CHJWM
1816
Carlton Hofferkamp & Jenks Wealth Management
Texas
$233K +$1.64K +29 +0.7%
VCM
1817
Vivaldi Capital Management
Illinois
$233K +$3.78K +67 +2%
PHAM
1818
Palisades Hudson Asset Management
Florida
$232K
MTC
1819
McDaniel Terry & Co
Texas
$232K +$113 +2 +0.1%
NBG
1820
Nancy B. Gardiner
$231K -$8.91K -158 -4%
GAAM
1821
Guinness Atkinson Asset Management
California
$231K
AAS
1822
Annex Advisory Services
Wisconsin
$231K +$225K +3,994 New
RIA
1823
Regal Investment Advisors
Michigan
$230K -$248K -4,390 -52%
RIG
1824
Roosevelt Investment Group
New York
$230K +$677 +12 +0.3%
CCP
1825
Cardan Capital Partners
Colorado
$228K -$45.2K -801 -17%