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Name Holding Trade Value Shares
Change
Change in
Stake
RP
2326
Rice Partnership
Hawaii
$283K -$4.18K -55 -1%
SW
2327
SkyOak Wealth
Michigan
$282K – – –
OCM
2328
Orion Capital Management
California
$280K – – –
Vanguard Capital Wealth Advisors
2329
Vanguard Capital Wealth Advisors
Colorado
$279K -$13.9K -183 -5%
OKSA
2330
O'Keefe Stevens Advisory
New York
$279K – – –
Seizert Capital Partners
2331
Seizert Capital Partners
Michigan
$279K – – –
WFA
2332
Wade Financial Advisory
California
$279K – – –
D
2333
Diversified
Delaware
$279K +$1.06K +14 +0.4%
HFA
2334
High Falls Advisors
New York
$279K +$14.3K +188 +5%
WAOI
2335
Wealth Advisors of Iowa
Iowa
$279K +$282K +3,714 New
SSA
2336
South Street Advisors
New York
$278K – – –
GAM
2337
Gemmer Asset Management
California
$277K +$228 +3 +0.1%
IIM
2338
Ironwood Investment Management
Massachusetts
$276K -$15.2K -200 -5%
IAS
2339
Investment Advisory Services
Texas
$276K – – –
PFWA
2340
Paces Ferry Wealth Advisors
Georgia
$276K +$5.1K +67 +2%
JB Capital
2341
JB Capital
Connecticut
$276K +$279K +3,675 New
Bogart Wealth LLC
2342
Bogart Wealth LLC
Virginia
$273K -$31.5K -414 -10%
WCG
2343
Weaver Consulting Group
California
$272K +$684 +9 +0.2%
SG
2344
Somerset Group
Minnesota
$271K – – –
RCG
2345
Rock Creek Group
District of Columbia
$270K -$157K -2,068 -37%
LAS
2346
Lloyd Advisory Services
Georgia
$269K -$7.91K -104 -3%
CA
2347
Cumberland Advisors
Florida
$269K – – –
Merriman Wealth Management
2348
Merriman Wealth Management
Washington
$269K +$4.26K +56 +2%
CFS
2349
Cannon Financial Strategists
Georgia
$268K – – –
VBFG
2350
Vishria Bird Financial Group
Tennessee
$268K – – –