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Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
2301
Live Oak Private Wealth
North Carolina
$253K +$239K +2,910 New
LA
2302
LVW Advisors
New York
$252K -$108K -1,313 -31%
ATFA
2303
All Terrain Financial Advisors
Minnesota
$251K -$6.41K -78 -3%
TJHA
2304
Thomas J. Herzfeld Advisors
Florida
$251K – – –
FA
2305
FCG Advisors
New Jersey
$251K +$575 +7 +0.2%
PWS
2306
Private Wealth Strategies
Ohio
$251K +$238K +2,892 New
SC
2307
Solstein Capital
California
$251K +$238K +2,896 New
WAM
2308
Weiss Asset Management
Massachusetts
$250K -$11.8K -144 -5%
GRQ
2309
Gardner Russo & Quinn
Pennsylvania
$250K -$2.55K -31 -1%
CHA
2310
Cooper/Haims Advisors
New York
$250K +$237K +2,881 New
EBT
2311
Enterprise Bank & Trust
Massachusetts
$249K +$235K +2,863 New
VWM
2312
Venturi Wealth Management
Texas
$249K +$235K +2,865 New
TFO
2313
Tarbox Family Office
California
$248K -$39K -475 -14%
AAMA
2314
Advanced Asset Management Advisors
Ohio
$248K -$14.5K -177 -6%
WC
2315
Weil Company
California
$247K -$103K -1,253 -31%
LFG
2316
Larson Financial Group
Missouri
$247K -$13.2K -161 -5%
CPC
2317
Consolidated Planning Corp
Georgia
$246K +$233K +2,838 New
MWC
2318
MBM Wealth Consultants
Missouri
$245K – – –
TIM
2319
Triad Investment Management
California
$243K -$26.8K -326 -10%
QAM
2320
QCI Asset Management
New York
$243K – – –
UTC
2321
Unified Trust Company
Kentucky
$242K – – –
CCA
2322
Conservest Capital Advisors
Pennsylvania
$241K +$575 +7 +0.3%
HS
2323
Haafor (Singapore)
Singapore
$241K +$228K +2,772 New
HIM
2324
Hanlon Investment Management
New Jersey
$240K +$1.97K +24 +0.9%
BWA
2325
Beam Wealth Advisors
Louisiana
$240K +$227K +2,763 New