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Name Holding Trade Value Shares
Change
Change in
Stake
LA
2301
LVW Advisors
New York
$252K -$108K -1,313 -31%
ATFA
2302
All Terrain Financial Advisors
Minnesota
$251K -$6.41K -78 -3%
TJHA
2303
Thomas J. Herzfeld Advisors
Florida
$251K
FA
2304
FCG Advisors
New Jersey
$251K +$575 +7 +0.2%
PWS
2305
Private Wealth Strategies
Ohio
$251K +$238K +2,892 New
SC
2306
Solstein Capital
California
$251K +$238K +2,896 New
WAM
2307
Weiss Asset Management
Massachusetts
$250K -$11.8K -144 -5%
GRQ
2308
Gardner Russo & Quinn
Pennsylvania
$250K -$2.55K -31 -1%
CHA
2309
Cooper/Haims Advisors
New York
$250K +$237K +2,881 New
EBT
2310
Enterprise Bank & Trust
Massachusetts
$249K +$235K +2,863 New
VWM
2311
Venturi Wealth Management
Texas
$249K +$235K +2,865 New
TFO
2312
Tarbox Family Office
California
$248K -$39K -475 -14%
AAMA
2313
Advanced Asset Management Advisors
Ohio
$248K -$14.5K -177 -6%
WC
2314
Weil Company
California
$247K -$103K -1,253 -31%
LFG
2315
Larson Financial Group
Missouri
$247K -$13.2K -161 -5%
CPC
2316
Consolidated Planning Corp
Georgia
$246K +$233K +2,838 New
MWC
2317
MBM Wealth Consultants
Missouri
$245K
TIM
2318
Triad Investment Management
California
$243K -$26.8K -326 -10%
QAM
2319
QCI Asset Management
New York
$243K
UTC
2320
Unified Trust Company
Kentucky
$242K
CCA
2321
Conservest Capital Advisors
Pennsylvania
$241K +$575 +7 +0.3%
HS
2322
Haafor (Singapore)
Singapore
$241K +$228K +2,772 New
HIM
2323
Hanlon Investment Management
New Jersey
$240K +$1.97K +24 +0.9%
BWA
2324
Beam Wealth Advisors
Louisiana
$240K +$227K +2,763 New
PPW
2325
Pasadena Private Wealth
California
$239K