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Name Holding Trade Value Shares
Change
Change in
Stake
CVM
1626
Cheviot Value Management
California
$233K -$943 -10 -0.4%
DLG
1627
Daniel L. Goodwin
$233K – – –
MCM
1628
McRae Capital Management
New Jersey
$233K – – –
EIA
1629
Edgemoor Investment Advisors
Maryland
$232K – – –
APWM
1630
Atlas Private Wealth Management
New York
$232K +$216K +2,286 New
FI
1631
FormulaFolio Investments
Michigan
$231K +$215K +2,283 New
NFG
1632
Nadler Financial Group
Illinois
$230K – – –
FCA
1633
FinTrust Capital Advisors
South Carolina
$230K +$90.5K +960 +73%
SWA
1634
Sutton Wealth Advisors
Florida
$230K – – –
MLFP
1635
MPS Loria Financial Planners
Illinois
$227K – – –
PNAA
1636
Pictet North America Advisors
Switzerland
$227K +$211K +2,240 New
WIC
1637
Whitegate Investment Counselors
New Hampshire
$226K – – –
I
1638
INVST
Indiana
$226K +$210K +2,232 New
VNB
1639
Virginia National Bank
Virginia
$225K +$5.75K +61 +3%
GA
1640
Geller Advisors
New York
$224K -$22.3K -237 -10%
CBA
1641
Coastal Bridge Advisors
Connecticut
$224K -$9.14K -97 -4%
DRW Securities
1642
DRW Securities
Illinois
$224K +$208K +2,207 New
HC
1643
Hourglass Capital
Texas
$223K – – –
SCM
1644
Schnieders Capital Management
California
$223K +$207K +2,200 New
SC
1645
Searle & Co
Connecticut
$222K – – –
PWMG
1646
Prestige Wealth Management Group
New Jersey
$222K +$128K +1,353 +162%
DL
1647
DOHJ LLC
Washington
$222K +$206K +2,189 New
MIM
1648
Moseley Investment Management
Florida
$221K -$189 -2 -0.1%
DP
1649
Denver PWM
Colorado
$221K +$566 +6 +0.3%
PCWA
1650
Pacific Capital Wealth Advisors
California
$221K +$206K +2,184 New