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Name Holding Trade Value Shares
Change
Change in
Stake
CL
801
CPWM LLC
Washington
$236K -$8.59K -74 -3%
AWA
802
Aaron Wealth Advisors
Illinois
$236K -$4.06K -35 -2%
WP
803
WMS Partners
Maryland
$236K +$31K +267 +14%
CPIG
804
Chicago Partners Investment Group
Illinois
$236K +$224K +1,926 New
BMC
805
Beaton Management Company
Massachusetts
$235K
PFT
806
Providence First Trust
Arizona
$234K
BAM
807
Bosun Asset Management
Illinois
$234K +$255K +2,200 New
OA
808
Oxbow Advisors
Texas
$233K
CCIA
809
Campbell & Co Investment Adviser
Maryland
$233K +$254K +2,190 New
BDWCC
810
B&D White Capital Company
Texas
$233K +$255K +2,200 New
FFBTD
811
First Financial Bank - Trust Division
Ohio
$232K
HHGA
812
Halbert Hargrove Global Advisors
California
$232K +$4.64K +40 +2%
SIS
813
Sound Income Strategies
Florida
$232K +$227K +1,958 +886%
JF
814
Jump Financial
Illinois
$231K -$2.9K -25 -1%
BFC
815
Blue Fin Capital
Rhode Island
$231K
SWA
816
SOA Wealth Advisors
New York
$231K +$929 +8 +0.4%
GIA
817
Gladstone Institutional Advisory
Florida
$231K +$16.1K +139 +7%
MGIA
818
Moneta Group Investment Advisors
Missouri
$230K -$130K -1,123 -34%
TCOV
819
Trust Company of Vermont
Vermont
$230K -$30.6K -264 -11%
PL
820
Plancorp LLC
Missouri
$230K -$6.15K -53 -2%
TNA
821
True North Advisors
Texas
$229K -$22.8K -196 -8%
AWA
822
Arkadios Wealth Advisors
Georgia
$229K +$4.29K +37 +2%
GW
823
GW & Wade
Massachusetts
$225K -$4.18K -36 -2%
PWP
824
Principle Wealth Partners
Connecticut
$225K
WPW
825
Waldron Private Wealth
Pennsylvania
$224K -$813 -7 -0.3%