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Name Holding Trade Value Shares
Change
Change in
Stake
EGA
2076
E&G Advisors
Texas
$313K -$41.4K -200 -13%
EIA
2077
Edgemoor Investment Advisors
Maryland
$311K -$3.94K -19 -1%
AIM
2078
Alhambra Investment Management
Florida
$311K – – –
GIM
2079
Grassi Investment Management
California
$311K +$11.2K +54 +4%
MW
2080
MBL Wealth
North Carolina
$310K +$265K +1,277 New
MWM
2081
Modera Wealth Management
New Jersey
$310K +$274K +1,322 New
NWA
2082
New World Advisors
Massachusetts
$309K – – –
CFA
2083
CWS Financial Advisors
Michigan
$309K +$3.52K +17 +1%
KCM
2084
Kathmere Capital Management
Pennsylvania
$309K +$13.3K +64 +5%
IWA
2085
Intercontinental Wealth Advisors
Texas
$308K +$10.8K +52 +4%
AAMA
2086
Advanced Asset Management Advisors
Ohio
$307K – – –
OCM
2087
Orleans Capital Management
Louisiana
$307K +$271K +1,310 New
Financial Engines Advisors
2088
Financial Engines Advisors
California
$307K +$272K +1,312 New
WDC
2089
Woodward Diversified Capital
California
$307K +$272K +1,312 New
FHC
2090
First Heartland Consultants
Missouri
$306K -$422K -2,037 -61%
FC
2091
Financial Consulate
Maryland
$306K +$34K +164 +14%
BCM
2092
Breiter Capital Management
Florida
$305K +$46.8K +226 +21%
CIM
2093
Confluence Investment Management
Missouri
$304K -$166K -800 -38%
LWAM
2094
Legacy Wealth Asset Management
Minnesota
$304K +$269K +1,300 New
CCB
2095
Cutter & Co Brokerage
Missouri
$303K +$39.4K +190 +17%
TF
2096
Trek Financial
Arizona
$302K -$426K -2,057 -61%
FG
2097
Fiduciary Group
Georgia
$302K +$219K +1,059 New
CT
2098
Columbia Trust
Oregon
$302K +$268K +1,292 New
APG
2099
Abacus Planning Group
South Carolina
$301K – – –
KCM
2100
Karp Capital Management
California
$301K +$40.6K +196 +18%