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Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1526
Halbert Hargrove Global Advisors
California
$213K +$208K +2,540 New
WIA
1527
Westbourne Investment Advisors
Maryland
$212K -$4.1K -50 -2%
SCA
1528
STALEY CAPITAL ADVISERS
Pennsylvania
$212K +$207K +2,525 New
AFG
1529
Albion Financial Group
Utah
$211K +$206K +2,510 New
CAS
1530
Cue Advisory Services
Arizona
$211K +$206K +2,518 New
CPIG
1531
Chicago Partners Investment Group
Illinois
$210K -$16.4K -200 -7%
QAM
1532
Quantres Asset Management
Cayman Islands
$210K +$205K +2,500 New
AssetMark Inc
1533
AssetMark Inc
California
$209K -$561K -6,848 -73%
TFF
1534
The Family Firm
Maryland
$207K +$202K +2,461 New
HCM
1535
Highlander Capital Management
New Jersey
$206K
SBWM
1536
Sunflower Bank Wealth Management
Arizona
$206K +$201K +2,450 New
CWM
1537
Cornerstone Wealth Management
Missouri
$205K -$67.1K -819 -25%
ACP
1538
Aveo Capital Partners
Colorado
$205K +$201K +2,448 New
RFM
1539
Royal Fund Management
Florida
$204K +$200K +2,441 New
PVWM
1540
Point View Wealth Management
New Jersey
$203K +$198K +2,414 New
AGM
1541
Alpine Global Management
New York
$203K +$198K +2,418 New
TW
1542
Transform Wealth
Colorado
$203K +$198K +2,421 New
BL
1543
Balentine LLC
Georgia
$201K -$2.87K -35 -1%
PCA
1544
Peddock Capital Advisors
Massachusetts
$201K
FPFS
1545
First Personal Financial Services
North Carolina
$201K +$52.6K +642 +37%
WMC
1546
Westwood Management Corporation
Illinois
$201K +$197K +2,400 New
WPA
1547
West Paces Advisors
Georgia
$195K +$191K +2,326 New
LBG
1548
Lloyds Banking Group
United Kingdom
$194K -$36.1K -440 -16%
SC
1549
Skylands Capital
Wisconsin
$192K
CAW
1550
Cornerstone Advisors (Washington)
Washington
$191K -$177K -2,157 -49%