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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1426
Capital Wealth Planning
Florida
$316K -$888K -10,865 -73%
KCPG
1427
Kavar Capital Partners Group
Kansas
$316K +$89.9K +1,100 +37%
WA
1428
Wealth Architects
California
$313K +$1.06K +13 +0.3%
BW
1429
Bison Wealth
Georgia
$311K -$110K -1,344 -25%
IAA
1430
Independent Advisor Alliance
North Carolina
$311K +$99.4K +1,216 +44%
MHS
1431
M Holdings Securities
Oregon
$310K -$491 -6 -0.2%
NSIM
1432
North Star Investment Management
Illinois
$310K +$3.19K +39 +1%
TPWA
1433
TRUE Private Wealth Advisors
Oregon
$309K -$26K -318 -7%
SIM
1434
SSI Investment Management
California
$309K -$1.8K -22 -0.6%
MSAM
1435
Moloney Securities Asset Management
Missouri
$309K +$16.3K +199 +5%
AL
1436
Agran Libbie
California
$309K +$57.2K +700 +21%
SCA
1437
STALEY CAPITAL ADVISERS
Pennsylvania
$307K +$114K +1,400 +55%
BCM
1438
Bienville Capital Management
New York
$306K – – –
SC
1439
Searle & Co
Connecticut
$305K – – –
CA
1440
Cornerstone Advisory
Maryland
$305K +$1.64K +20 +0.5%
UBWV
1441
United Bank (West Virginia)
West Virginia
$304K -$46.4K -568 -13%
JCM
1442
Janney Capital Management
Pennsylvania
$303K -$112K -1,371 -26%
PI
1443
PineBridge Investments
New York
$302K -$316K -3,865 -50%
MWM
1444
Mission Wealth Management
California
$300K -$96.6K -1,181 -24%
AIP
1445
Ahrens Investment Partners
Louisiana
$300K -$26.5K -324 -8%
RIM
1446
Rampart Investment Management
Connecticut
$299K +$313K +3,831 New
PK
1447
Pflug Koory
Nebraska
$297K – – –
EMB
1448
Elefante Mark B
$297K +$53.1K +650 +21%
WDL
1449
Well Done LLC
Michigan
$296K -$45.9K -561 -13%
LOAMS
1450
Lombard Odier Asset Management (Switzerland)
Switzerland
$293K +$306K +3,747 New