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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1226
Lewis Asset Management
California
$233K -$18.1K -97 -7%
TFCP
1227
Twin Focus Capital Partners
Massachusetts
$233K – – –
MEG
1228
Millstone Evans Group
Colorado
$232K -$13.6K -73 -6%
TC
1229
TownSquare Capital
Utah
$232K +$17.2K +92 +8%
SFGM
1230
Stonebridge Financial Group (Missouri)
Missouri
$231K +$233K +1,246 New
FNT
1231
First Nebraska Trust
Nebraska
$231K – – –
DE
1232
Diversified Enterprises
Delaware
$231K +$233K +1,245 New
CL
1233
CSS LLC
Illinois
$230K +$232K +1,240 New
OWA
1234
Opal Wealth Advisors
New York
$229K +$231K +1,234 New
DWAM
1235
Duncan Williams Asset Management
Tennessee
$228K +$374 +2 +0.2%
EHAM
1236
Eagle Harbor Asset Management
Washington
$228K +$230K +1,229 New
SWA
1237
Stratos Wealth Advisors
Ohio
$226K -$8.97K -48 -4%
NEPPG
1238
New England Professional Planning Group
Rhode Island
$225K -$9.35K -50 -4%
PWM
1239
Pursuit Wealth Management
Florida
$225K +$226K +1,210 New
KA
1240
Kovack Advisors
Florida
$223K +$225K +1,202 New
PFA
1241
Pathway Financial Advisors
Vermont
$223K – – –
DI
1242
Diligent Investors
California
$223K -$28K -150 -11%
GFL
1243
Granite FO LLC
New Hampshire
$223K – – –
PFM
1244
Patton Fund Management
Texas
$223K +$36.6K +196 +20%
Haverford Trust Company
1245
Haverford Trust Company
Pennsylvania
$222K +$224K +1,199 New
AF
1246
Advisornet Financial
Minnesota
$222K +$27.1K +145 +14%
PCM
1247
Pointe Capital Management
Michigan
$222K -$36.4K -195 -14%
EP
1248
Essential Partners
California
$222K -$26.4K -141 -11%
RPC
1249
Rossmore Private Capital
Connecticut
$221K -$22.4K -120 -9%
NCM
1250
Northside Capital Management
Oregon
$220K – – –