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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
351
Liberty Wealth Management
California
$30K +$30.2K +625 +3,676%
Bessemer Group
352
Bessemer Group
New Jersey
$29K
CH
353
Canton Hathaway
Rhode Island
$29K
FANJ
354
Financial Architects (New Jersey)
New Jersey
$29K
NL
355
NKCFO LLC
Illinois
$29K
VCM
356
Vigilant Capital Management
Maine
$29K +$27.1K +561 New
TWA
357
TCI Wealth Advisors
Arizona
$28K
FGAM
358
Financial Gravity Asset Management
Texas
$26K -$18.6K -386 -43%
PGAM
359
Princeton Global Asset Management
New Jersey
$26K
MA
360
MUFG Americas
New York
$23K
GFPC
361
Global Financial Private Capital
Florida
$23K +$21.6K +448 New
MCM
362
McMillion Capital Management
North Carolina
$23K +$21.6K +448 New
CHC
363
City Holding Co
West Virginia
$22K
LWM
364
Lenox Wealth Management
Ohio
$22K
TFS
365
TrustCore Financial Services
Tennessee
$21K
WAP
366
Wealthcare Advisory Partners
Pennsylvania
$21K
AC
367
Avestar Capital
New York
$20K
CA
368
Centerpoint Advisors
Massachusetts
$19K
NCM
369
Next Capital Management
New York
$19K +$17.4K +360 New
HDIM
370
Hanson & Doremus Investment Management
Vermont
$19K +$18K +373 New
BCWM
371
Bartlett & Co Wealth Management
Ohio
$18K
BC
372
Bartlett & Co
Ohio
$18K
GSC
373
G&S Capital
Colorado
$17K +$16.2K +336 New
UBS AM
374
UBS AM
Illinois
$16.4K
EWM
375
Endurance Wealth Management
Rhode Island
$16K