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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
926
Independent Advisor Alliance
North Carolina
$202K +$193K +637 New
DWT
927
Dorsey & Whitney Trust
South Dakota
$202K +$194K +639 New
CAL
928
Capital Analysts LLC
Pennsylvania
$201K -$74.7K -246 -28%
QPWM
929
Quadrant Private Wealth Management
Pennsylvania
$200K +$191K +631 New
PHK
930
Point72 Hong Kong
Hong Kong
$196K -$220K -724 -54%
FCA
931
FinTrust Capital Advisors
South Carolina
$196K +$55.2K +182 +42%
LWM
932
Liberty Wealth Management
California
$193K +$4.55K +15 +3%
CB
933
CNB Bank
Pennsylvania
$190K -$95K -313 -34%
OHS
934
Odey Holdings (Switzerland)
Switzerland
$190K +$182K +600 New
CFB
935
Cullen/Frost Bankers
Texas
$179K -$10.6K -35 -6%
HDIM
936
Hanson & Doremus Investment Management
Vermont
$166K – – –
IFAM
937
Institutional & Family Asset Management
Colorado
$165K -$4.55K -15 -3%
AF
938
Advisornet Financial
Minnesota
$161K -$51.6K -170 -25%
AWM
939
Avior Wealth Management
Nebraska
$159K -$34.9K -115 -19%
WAP
940
Wealthcare Advisory Partners
Pennsylvania
$159K – – –
GWS
941
Glassman Wealth Services
Virginia
$159K +$27K +89 +21%
AP
942
Atwood & Palmer
Missouri
$158K – – –
KFI
943
Key Financial Inc
Pennsylvania
$156K +$150K +495 New
BFC
944
Bedel Financial Consulting
Indiana
$153K +$607 +2 +0.4%
EFSCE
945
Enterprise Financial Services Corp (EFSC)
Missouri
$149K -$1.21K -4 -0.8%
BBA
946
Braun-Bostich & Associates
Pennsylvania
$143K – – –
LPIC
947
LeJeune Puetz Investment Counsel
Michigan
$143K – – –
CFA
948
Carroll Financial Associates
North Carolina
$140K – – –
HI
949
Human Investing
Oregon
$136K -$76.5K -252 -37%
DWA
950
Dougherty Wealth Advisers
Minnesota
$135K – – –