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Name Holding Trade Value Shares
Change
Change in
Stake
SW
2326
SkyOak Wealth
Michigan
$282K
OCM
2327
Orion Capital Management
California
$280K
Vanguard Capital Wealth Advisors
2328
Vanguard Capital Wealth Advisors
Colorado
$279K -$13.9K -183 -5%
OKSA
2329
O'Keefe Stevens Advisory
New York
$279K
SCP
2330
Seizert Capital Partners
Michigan
$279K
WFA
2331
Wade Financial Advisory
California
$279K
D
2332
Diversified
Delaware
$279K +$1.06K +14 +0.4%
HFA
2333
High Falls Advisors
New York
$279K +$14.3K +188 +5%
WAOI
2334
Wealth Advisors of Iowa
Iowa
$279K +$282K +3,714 New
SSA
2335
South Street Advisors
New York
$278K
GAM
2336
Gemmer Asset Management
California
$277K +$228 +3 +0.1%
IIM
2337
Ironwood Investment Management
Massachusetts
$276K -$15.2K -200 -5%
IAS
2338
Investment Advisory Services
Texas
$276K
PFWA
2339
Paces Ferry Wealth Advisors
Georgia
$276K +$5.1K +67 +2%
JC
2340
JB Capital
Connecticut
$276K +$279K +3,675 New
BWL
2341
Bogart Wealth LLC
Virginia
$273K -$31.5K -414 -10%
WCG
2342
Weaver Consulting Group
California
$272K +$684 +9 +0.2%
SG
2343
Somerset Group
Minnesota
$271K
RCG
2344
Rock Creek Group
District of Columbia
$270K -$157K -2,068 -37%
LAS
2345
Lloyd Advisory Services
Georgia
$269K -$7.91K -104 -3%
CA
2346
Cumberland Advisors
Florida
$269K
MWM
2347
Merriman Wealth Management
Washington
$269K +$4.26K +56 +2%
CFS
2348
Cannon Financial Strategists
Georgia
$268K
VBFG
2349
Vishria Bird Financial Group
Tennessee
$268K
AP
2350
Americana Partners
Texas
$268K +$272K +3,578 New