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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
1226
Oak Asset Management
California
$820K +$753K +2,780 New
TIA
1227
Tiemann Investment Advisors
California
$818K
TSW
1228
Thompson Siegel & Walmsley
Virginia
$816K +$162K +600 +28%
CAM
1229
Covenant Asset Management
New Jersey
$815K +$10.8K +40 +1%
AWA
1230
ARS Wealth Advisors
Florida
$813K +$2.98K +11 +0.4%
WP
1231
WMS Partners
Maryland
$810K -$4.33K -16 -0.6%
EAM
1232
Evanson Asset Management
California
$809K +$70.4K +260 +10%
FWP
1233
FAS Wealth Partners
Kansas
$807K -$271 -1 -0%
SAM
1234
SignalPoint Asset Management
Missouri
$807K +$6.77K +25 +0.9%
CA
1235
Cornerstone Advisory
Maryland
$806K +$51.2K +189 +7%
AIM
1236
Allen Investment Management
New York
$804K
ATFA
1237
All Terrain Financial Advisors
Minnesota
$799K +$733K +2,709 New
CFA
1238
Carroll Financial Associates
North Carolina
$798K -$9.75K -36 -1%
WPC
1239
White Pine Capital
Minnesota
$798K
Jones Financial Companies
1240
Jones Financial Companies
Missouri
$793K -$5.14K -19 -0.7%
FPCP
1241
Fort Point Capital Partners
California
$791K +$59K +218 +9%
ECM
1242
Evergreen Capital Management
Washington
$788K +$724K +2,673 New
SC
1243
Sawyer & Company
Massachusetts
$787K +$723K +2,670 New
CC
1244
Colrain Capital
Massachusetts
$783K -$3.55M -13,120 -83%
LC
1245
Lourd Capital
California
$782K +$259K +956 +56%
FC
1246
Forte Capital
New York
$778K +$108K +400 +18%
JCM
1247
Janney Capital Management
Pennsylvania
$775K -$45.2K -167 -6%
PCM
1248
Prelude Capital Management
New York
$775K +$166K +613 +30%
HR
1249
Howe & Rusling
New York
$774K +$8.93K +33 +1%
CAG
1250
Crestwood Advisors Group
Massachusetts
$773K -$34.4K -127 -5%