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Name Holding Trade Value Shares
Change
Change in
Stake
SSG
1251
Summit Securities Group
New York
$300K -$114K -1,000 -29%
SC
1252
Searle & Co
Connecticut
$300K – – –
WC
1253
Westhampton Capital
North Carolina
$300K – – –
GW
1254
GW & Wade
Massachusetts
$299K +$1.25K +11 +0.4%
DS
1255
DRW Securities
Illinois
$298K +$283K +2,483 New
BCA
1256
Berman Capital Advisors
Georgia
$297K -$27.6K -242 -9%
PTB
1257
Pioneer Trust Bank
Oregon
$296K – – –
RAM
1258
Roanoke Asset Management
New Jersey
$296K +$281K +2,465 New
PL
1259
Plancorp LLC
Missouri
$295K -$71.1K -623 -20%
EHC
1260
Everett Harris & Co
California
$295K -$571 -5 -0.2%
FNBSF
1261
First National Bank Sioux Falls
South Dakota
$294K – – –
MHR
1262
Matthew Hamilton Rosenberg
$294K +$16.3K +143 +6%
OWP
1263
Obermeyer Wealth Partners
Colorado
$292K -$388K -3,400 -58%
VSWA
1264
Vontobel Swiss Wealth Advisors
Switzerland
$291K – – –
CAL
1265
Capital Analysts LLC
Pennsylvania
$290K -$54.8K -480 -17%
TFA
1266
Toth Financial Advisory
Virginia
$290K +$254K +2,222 +1,111%
RHBC
1267
R.H. Bluestein & Co
Michigan
$288K +$274K +2,400 New
1WA
1268
180 Wealth Advisors
Washington
$285K -$21.2K -186 -7%
PWP
1269
Principle Wealth Partners
Connecticut
$285K – – –
AIM
1270
Avity Investment Management
Connecticut
$284K -$8.1K -71 -3%
BFM
1271
Boston Financial Management
Massachusetts
$284K – – –
HFP
1272
Holistic Financial Partners
Indiana
$284K +$270K +2,365 New
CL
1273
Choreo LLC
Illinois
$284K +$270K +2,369 New
OWA
1274
One Wealth Advisors
California
$283K -$8.67K -76 -3%
IAS
1275
Investment Advisory Services
Texas
$283K +$269K +2,357 New