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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1876
BerganKDV Wealth Management
Minnesota
$403K -$1.05M -14,044 -73%
BWM
1877
Baystate Wealth Management
Massachusetts
$403K +$12.9K +173 +3%
QPWM
1878
Quadrant Private Wealth Management
Pennsylvania
$402K +$748 +10 +0.2%
CG
1879
Cutler Group
California
$402K +$165K +2,201 +77%
LFA
1880
Legacy Financial Advisors
Kentucky
$401K +$2.99K +40 +0.8%
SIA
1881
Starfire Investment Advisers
Michigan
$400K
COI
1882
Capital One Investing
Virginia
$399K -$6.66K -89 -2%
RMSCM
1883
R.M. Sincerbeaux Capital Management
New York
$399K
DA
1884
Doliver Advisors
Texas
$398K -$11K -147 -3%
CICI
1885
Capital Investment Counsel Inc
North Carolina
$398K
MPIA
1886
Mountain Pacific Investment Advisers
Idaho
$397K
PW
1887
Price Wealth
Texas
$395K
EWF
1888
Epstein & White Financial
California
$395K +$376K +5,023 New
SWP
1889
Strategic Wealth Partners
Ohio
$394K +$360K +4,809 +3,025%
HFM
1890
Harvest Fund Management
China
$392K -$238K -3,186 -39%
BOS
1891
Bank of Stockton
California
$392K -$43.1K -576 -10%
BCM
1892
Baltimore Capital Management
Maryland
$392K +$369K +4,934 New
MGAM
1893
McGowan Group Asset Management
Texas
$390K +$8.3K +111 +2%
ZF
1894
Zhang Financial
Michigan
$390K +$38.7K +517 +12%
SIMM
1895
Stillwater Investment Management (Minnesota)
Minnesota
$389K +$2.54K +34 +0.7%
AWM
1896
AllSquare Wealth Management
New York
$389K +$58.4K +781 +19%
TAM
1897
Taurus Asset Management
New York
$387K -$161K -2,158 -31%
MFBTD
1898
MB Financial Bank - Trust Department
Illinois
$387K -$15K -200 -4%
CMANY
1899
Capital Management Associates (New York)
New York
$387K
TCOO
1900
Trust Company of Oklahoma
Oklahoma
$387K -$16.9K -226 -4%