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Booz Allen Hamilton

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
326
Wealthspire Advisors (Maryland)
Maryland
$25K -$36.9K -751 -58%
KCM
327
Karp Capital Management
California
$23K +$24.5K +500 New
SFSIG
328
San Francisco Sentry Investment Group
California
$19K
LWM
329
Lenox Wealth Management
Ohio
$19K +$19.2K +391 New
EWM
330
Executive Wealth Management
Michigan
$17K +$18.9K +384 New
MOS
331
MGO One Seven
Ohio
$16K +$18.3K +372 New
LF
332
Lee Financial
Texas
$14K
CWM
333
Catamount Wealth Management
Connecticut
$13K
PFBT
334
Parkside Financial Bank & Trust
Missouri
$13K +$49 +1 +0.3%
FAM
335
Fred Alger Management
New York
$12K +$12.6K +257 New
SIAS
336
Shine Investment Advisory Services
Colorado
$11K
WT
337
Whittier Trust
California
$11K +$12K +245 New
VFA
338
Valeo Financial Advisors
Indiana
$10K +$2.26K +46 +28%
S
339
SignatureFD
Georgia
$9K -$3.14K -64 -25%
EWM
340
Edge Wealth Management
New York
$9K
NFG
341
Next Financial Group
Texas
$9K +$10.1K +206 New
MIM
342
MetLife Investment Management
New Jersey
$8.56K -$98 -2 -1%
JA
343
JOYN Advisors
Georgia
$8K -$11.7K -238 -57%
AW
344
Alpha Windward
Massachusetts
$8K -$3.39K -69 -29%
CFA
345
Carroll Financial Associates
North Carolina
$8K
CFGS
346
Concourse Financial Group Securities
Alabama
$7K -$1.82K -37 -17%
Bessemer Group
347
Bessemer Group
New Jersey
$6K
FNC
348
First National Corp
Massachusetts
$6K +$6.14K +125 New
CHP
349
Cable Hill Partners
Oregon
$5K
WAP
350
Wealthcare Advisory Partners
Pennsylvania
$5K