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Name Holding Trade Value Shares
Change
Change in
Stake
HNW
1701
High Note Wealth
Minnesota
$220K -$1.5M -17,247 -85%
FPS
1702
Fieldpoint Private Securities
Connecticut
$220K -$128K -1,476 -32%
CHJWM
1703
Carlton Hofferkamp & Jenks Wealth Management
Texas
$220K -$40.7K -469 -14%
FIA
1704
FNY Investment Advisers
New York
$220K -$31.8K -366 -10%
BDF
1705
Balasa Dinverno & Foltz
$219K -$87K -1,003 -24%
BAM
1706
Boyar Asset Management
New York
$219K -$31.2K -360 -10%
MFP
1707
Meridian Financial Partners
Virginia
$219K +$13K +150 +6%
MW
1708
Marcum Wealth
Ohio
$219K +$56K +645 +26%
ATFA
1709
All Terrain Financial Advisors
Minnesota
$217K +$35.3K +407 +15%
ODG
1710
O'Dell Group
Ohio
$216K -$23.3K -269 -8%
GA
1711
Geller Advisors
New York
$216K -$5.99K -69 -2%
S
1712
swisspartners
Liechtenstein
$216K – – –
MIC
1713
Means Investment Company
Maine
$216K +$8.24K +95 +3%
EWA
1714
EverSource Wealth Advisors
Alabama
$216K +$138K +1,588 +105%
CIS
1715
Connors Investor Services
Pennsylvania
$214K -$160K -1,845 -38%
MA
1716
MONECO Advisors
Connecticut
$214K -$57.4K -662 -18%
WSCM
1717
Wellington Shields Capital Management
New York
$214K -$43.4K -500 -14%
OCM
1718
Orchard Capital Management
Illinois
$214K – – –
MIM
1719
Merrion Investment Management
New Jersey
$213K -$15.6K -180 -6%
VFA
1720
Voya Financial Advisors
Connecticut
$213K -$2.26K -26 -0.9%
CFM
1721
Coronation Fund Managers
South Africa
$213K – – –
IP
1722
Investment Partners
Ohio
$213K – – –
PCMC
1723
Paragon Capital Management (Colorado)
Colorado
$213K +$265K +3,054 New
BI
1724
Bramshill Investments
Florida
$212K +$2.86K +33 +1%
SC
1725
Saturna Capital
Washington
$212K +$11.2K +129 +4%