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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
2326
Lenox Wealth Advisors
New York
$212K -$135K -1,002 -36%
AA
2327
ALPS Advisors
Colorado
$211K -$1.3M -9,599 -84%
MCM
2328
Magnolia Capital Management
New York
$210K -$81.1K -600 -26%
TFO
2329
Tarbox Family Office
California
$210K -$12.6K -93 -5%
HCM
2330
Hollencrest Capital Management
California
$210K +$1.49K +11 +0.6%
MWPCG
2331
Measured Wealth Private Client Group
New Hampshire
$210K +$30.8K +228 +15%
IAS
2332
IMA Advisory Services
Colorado
$209K -$5K -37 -2%
SWM
2333
Sugarloaf Wealth Management
Georgia
$209K -$2.84K -21 -1%
HFA
2334
Hoover Financial Advisors
Pennsylvania
$209K +$2.03K +15 +0.9%
SIC
2335
Samalin Investment Counsel
New York
$206K -$109K -810 -32%
CCM
2336
Colorado Capital Management
Colorado
$206K -$2.84K -21 -1%
AIA
2337
Alera Investment Advisors
Illinois
$206K -$270 -2 -0.1%
CA
2338
Cortland Associates
Missouri
$206K – – –
HWM
2339
Howard Wealth Management
Connecticut
$206K – – –
OLA
2340
Oliver Luxxe Assets
New Jersey
$206K – – –
AFA
2341
American Financial Advisors
Georgia
$206K +$3.38K +25 +2%
CSPIA
2342
Cary Street Partners Investment Advisory
Virginia
$205K -$143K -1,059 -38%
RIG
2343
Roosevelt Investment Group
New York
$204K -$37.8K -280 -14%
VFM
2344
Vivid Financial Management
California
$204K – – –
BWA
2345
Beam Wealth Advisors
Louisiana
$204K +$135 +1 +0.1%
KFS
2346
Kelly Financial Services
Massachusetts
$204K -$26.5K -196 -10%
Wolverine Trading
2347
Wolverine Trading
Illinois
$203K -$16M -118,643 -99%
IA
2348
Independence Advisors
Pennsylvania
$203K -$12.8K -95 -5%
GAM
2349
Gemmer Asset Management
California
$203K +$2.16K +16 +1%
KWA
2350
KCS Wealth Advisory
California
$203K +$13.5K +100 +6%