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Name Holding Trade Value Shares
Change
Change in
Stake
OC
1301
Optima Capital
Oregon
$221K +$2.27K +35 +0.9%
RFN
1302
Redwood Financial Network
Ohio
$221K +$44K +677 +22%
PWP
1303
Private Wealth Partners
California
$219K -$2.6K -40 -1%
WDL
1304
Well Done LLC
Michigan
$218K +$242K +3,732 New
CBT
1305
Crews Bank & Trust
Florida
$216K -$19.5K -300 -8%
BM
1306
Berman McAleer
Maryland
$216K – – –
AIA
1307
Affinity Investment Advisors
California
$216K +$37.6K +579 +19%
MCM
1308
MV Capital Management
Maryland
$216K -$5.26K -81 -2%
FWA
1309
Fulcrum Wealth Advisors
Washington
$216K +$240K +3,695 New
Financial Engines Advisors
1310
Financial Engines Advisors
California
$216K +$25.1K +386 +12%
GCM
1311
Gallacher Capital Management
Colorado
$216K -$28.2K -434 -11%
CBA
1312
Coastal Bridge Advisors
Connecticut
$215K -$129K -1,982 -35%
GSCM
1313
Greenfield Seitz Capital Management
Texas
$215K -$51.9K -800 -18%
AA
1314
Alta Advisers
United Kingdom
$213K -$110K -1,700 -32%
MMM
1315
Mendel Money Management
Illinois
$213K -$89K -1,370 -27%
CAMG
1316
CWA Asset Management Group
Florida
$213K -$168K -2,588 -42%
KAM
1317
Knightsbridge Asset Management
California
$212K +$236K +3,631 New
ACM
1318
Aljian Capital Management
Nevada
$212K -$86.5K -1,332 -27%
RFN
1319
RDA Financial Network
Iowa
$211K -$34.3K -528 -13%
LCM
1320
LCM Capital Management
Illinois
$211K -$22.2K -342 -9%
CWG
1321
Cornerstone Wealth Group
North Carolina
$211K -$34K -524 -13%
CPW
1322
Cove Private Wealth
New York
$211K +$235K +3,615 New
DSC
1323
Daytona Street Capital
Missouri
$211K +$235K +3,613 New
WPW
1324
Waldron Private Wealth
Pennsylvania
$211K +$37.1K +572 +19%
KA
1325
Klingman & Associates
New York
$211K -$3.05K -47 -1%