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Name Holding Trade Value Shares
Change
Change in
Stake
GEA
1476
Glen Eagle Advisors
New Jersey
$402K -$5.53K -150 -2%
SAM
1477
Secure Asset Management
Michigan
$402K -$9.58K -260 -3%
EWM
1478
Elite Wealth Management
Washington
$401K -$24.3K -660 -7%
BFG
1479
Beacon Financial Group
Texas
$401K -$12.5K -340 -4%
RBFC
1480
Roman Butler Fullerton & Co
Missouri
$401K -$36.8K -1,000 -11%
CIA
1481
Cape Investment Advisory
Georgia
$400K -$3.31K -90 -1%
JIR
1482
James Investment Research
Ohio
$400K +$172K +4,680 +107%
CCM
1483
Carlson Capital Management
Minnesota
$399K +$1.84K +50 +0.6%
KA
1484
Klingman & Associates
New York
$398K +$21K +570 +7%
PHIC
1485
Pine Haven Investment Counsel
Massachusetts
$397K – – –
TFCP
1486
Twin Focus Capital Partners
Massachusetts
$397K -$75.5K -2,050 -19%
WCM
1487
Wallace Capital Management
Texas
$396K +$331K +9,000 New
CWM
1488
Centurion Wealth Management
Virginia
$396K -$35K -950 -10%
SAG
1489
SageView Advisory Group
California
$395K +$77.7K +2,110 +31%
NIM
1490
Northeast Investment Management
Massachusetts
$394K +$7.74K +210 +2%
PIA
1491
Powell Investment Advisors
Florida
$393K – – –
AL
1492
ACAS LLC
California
$392K -$35.4K -960 -10%
NF
1493
Nvest Financial
New Hampshire
$391K -$112K -3,040 -26%
OWA
1494
Octavia Wealth Advisors
Ohio
$391K +$47.1K +1,280 +17%
IP
1495
Ignite Planners
California
$390K -$67.4K -1,830 -17%
HHGA
1496
Halbert Hargrove Global Advisors
California
$390K -$375K -10,190 -53%
UAS
1497
United Asset Strategies
New York
$389K – – –
LSA
1498
Lion Street Advisors
Texas
$387K -$27.3K -740 -12%
ORI
1499
Oak Ridge Investments
Illinois
$386K -$737 -20 -0.2%
TFGT
1500
TS Financial Group (TSFG)
Illinois
$385K +$2.21K +60 +0.7%