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Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
2076
N.E.W. Advisory Services
Wisconsin
$17.2M -$430K -1,654 -2%
PCM
2077
Pincus Capital Management
New York
$17.2M -$286K -1,099 -2%
TCM
2078
Triumph Capital Management
Colorado
$17.1M +$1.09M +4,201 +7%
HWAM
2079
Hennion & Walsh Asset Management
New Jersey
$17.1M -$2.49M -9,559 -12%
ACA
2080
Atlas Capital Advisors
Wyoming
$17.1M +$734K +2,821 +4%
HWMO
2081
Heritage Wealth Management (Ohio)
Ohio
$17.1M -$217K -835 -1%
FDS
2082
First Dallas Securities
Texas
$17M -$222K -853 -1%
IDA
2083
Intelligence Driven Advisers
California
$17M -$1.07M -4,114 -6%
ATFA
2084
All Terrain Financial Advisors
Minnesota
$17M +$428K +1,646 +3%
RRA
2085
Round Rock Advisors
Connecticut
$17M -$44.8K -172 -0.3%
TAP
2086
TSG Advice Partners
Ohio
$17M +$546K +2,098 +3%
FMN
2087
Financial Management Network
California
$17M -$570K -2,190 -3%
KMWM
2088
Keudell/Morrison Wealth Management
Oregon
$16.9M +$304K +1,168 +2%
TSS
2089
Taylor Securities Services
Pennsylvania
$16.9M -$10.2K -39 -0.1%
BEC
2090
Blue Edge Capital
Virginia
$16.9M +$2.79M +10,730 +19%
GCM
2091
Genus Capital Management
British Columbia, Canada
$16.9M +$1.9M +7,288 +12%
KCM
2092
KRS Capital Management
Michigan
$16.9M +$1.56K +6 +0%
PG
2093
Patten Group
Tennessee
$16.9M +$270K +1,036 +2%
SIC
2094
SJS Investment Consulting
Ohio
$16.9M -$1.32M -5,061 -7%
BGDI
2095
BW Gestao de Investimentos
Brazil
$16.9M +$8.57M +32,930 +98%
AOWM
2096
Alpha Omega Wealth Management
Virginia
$16.8M -$706K -2,711 -4%
TBT
2097
Texas Bank & Trust
Texas
$16.8M -$593K -2,279 -3%
WFG
2098
Wills Financial Group
Virginia
$16.8M -$99.7K -383 -0.7%
EI
2099
Ellevest Inc
New York
$16.8M -$306K -1,175 -2%
SWM
2100
SHP Wealth Management
Massachusetts
$16.7M +$221K +848 +1%