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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1101
Wealthstreet Investment Advisors
Texas
$166K -$6.52M -26,089 -97%
AIC
1102
Ayalon Insurance Company
Israel
$166K +$81.7K +327 +88%
CFG
1103
CKW Financial Group
Hawaii
$164K – – –
VNA
1104
Valley National Advisers
Pennsylvania
$159K – – –
AWA
1105
Arkadios Wealth Advisors
Georgia
$158K +$74.9K +300 +81%
CFA
1106
Carroll Financial Associates
North Carolina
$155K -$1.25K -5 -0.8%
GWS
1107
Glassman Wealth Services
Virginia
$155K +$4.25K +17 +3%
FMP
1108
Financial Management Professionals
Texas
$152K – – –
RMC
1109
Resources Management Corp
Connecticut
$150K -$2.75K -11 -2%
CWP
1110
Concord Wealth Partners
Virginia
$146K -$27K -108 -15%
PMAS
1111
PNC Managed Account Solutions
Texas
$141K +$149K +596 New
NFG
1112
Next Financial Group
Texas
$139K +$10.7K +43 +8%
FFG
1113
Ford Financial Group
California
$138K -$178K -713 -55%
HDIM
1114
Hanson & Doremus Investment Management
Vermont
$138K -$5.25K -21 -3%
BFC
1115
Bedel Financial Consulting
Indiana
$138K +$25K +100 +21%
FCMT
1116
Founders Capital Management (Texas)
Texas
$135K – – –
SNT
1117
Security National Trust
West Virginia
$134K -$4.75K -19 -3%
JCM
1118
Jacobi Capital Management
Pennsylvania
$132K -$4K -16 -3%
EWM
1119
Endurance Wealth Management
Rhode Island
$132K – – –
BBHC
1120
Brown Brothers Harriman & Co
New York
$131K +$3.25K +13 +2%
CBT
1121
Central Bank & Trust
Kentucky
$130K – – –
TFO
1122
Tarbox Family Office
California
$130K – – –
ECM
1123
Estabrook Capital Management
New York
$130K – – –
CAM
1124
ClariVest Asset Management
California
$129K – – –
ADL
1125
Asset Dedication LLC
California
$127K -$17.7K -71 -12%