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Name Holding Trade Value Shares
Change
Change in
Stake
SNBOSCI
1901
Security National Bank of Sioux City Iowa
Iowa
$346K +$110K +1,560 +49%
HCM
1902
Highlander Capital Management
New Jersey
$345K -$11.1K -157 -3%
JFG
1903
JMG Financial Group
Illinois
$345K -$565 -8 -0.2%
PO
1904
Private Ocean
California
$345K +$199K +2,823 +148%
VF
1905
Virtu Financial
New York
$344K -$1.68M -23,856 -83%
LWM
1906
Lyell Wealth Management
California
$344K
CCM
1907
Condor Capital Management
New Jersey
$343K +$424 +6 +0.1%
CA
1908
Cumberland Advisors
Florida
$343K +$332K +4,700 New
FRM
1909
Fox Run Management
Connecticut
$342K -$262K -3,713 -44%
LCAM
1910
London & Capital Asset Management
United Kingdom
$339K +$329K +4,654 New
B
1911
Bridgeworth
Alabama
$338K -$257K -3,640 -42%
IIM
1912
Ironwood Investment Management
Massachusetts
$338K -$74K -1,048 -18%
BWA
1913
Burt Wealth Advisors
Maryland
$337K +$40.9K +580 +14%
ACM
1914
AlphaCrest Capital Management
New York
$336K +$326K +4,612 New
SFG
1915
Summit Financial Group
West Virginia
$335K
MCWS
1916
McKinley Carter Wealth Services
West Virginia
$333K -$73.8K -1,046 -19%
MAA
1917
Mraz Amerine & Associates
California
$333K
MWPCG
1918
Measured Wealth Private Client Group
New Hampshire
$331K -$278K -3,936 -46%
FHC
1919
First Heartland Consultants
Missouri
$330K -$26K -368 -8%
HHGA
1920
Halbert Hargrove Global Advisors
California
$330K +$1.55K +22 +0.5%
BB
1921
Bell Bank
North Dakota
$328K -$8.89K -126 -3%
FLAM
1922
First Light Asset Management
Minnesota
$328K
OIWM
1923
OptiFour Integrated Wealth Management
Virginia
$328K +$71 +1 +0%
WA
1924
Waverly Advisors
Alabama
$327K -$1.39M -19,650 -81%
WWM
1925
Willingdon Wealth Management
North Carolina
$326K -$2.83M -40,037 -90%