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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1026
Perigon Wealth Management
California
-$130K -804 Closed
H
1027
Hexavest
Quebec, Canada
-$110K -677 Closed
LGWM
1028
Litman Gregory Wealth Management
California
-$62K -385 Closed
AIS
1029
AlphaOne Investment Services
Pennsylvania
-$52K -323 Closed
PFSC
1030
Peoples Financial Services Corp
Pennsylvania
-$32K -200 Closed
TDC
1031
Thompson Davis & Co
Virginia
-$32K -200 Closed
CA
1032
Crewe Advisors
Utah
-$31K -194 Closed
CCA
1033
Clearwater Capital Advisors
Illinois
-$29K -180 Closed
WAS
1034
WESPAC Advisors SoCal
California
-$27K -170 Closed
HFP
1035
Holistic Financial Partners
Indiana
-$17K -105 Closed
FAM
1036
Fred Alger Management
New York
-$12K -73 Closed
KC
1037
KHP Capital
Oklahoma
-$11K -65 Closed
SP
1038
SWS Partners
Ohio
-$10K -65 Closed
FPFS
1039
First Personal Financial Services
North Carolina
-$8K -52 Closed
FCB
1040
First Command Bank
Texas
-$7.94K -49 Closed
FCFS
1041
First Command Financial Services
Texas
-$8K -49 Closed
WDL
1042
Well Done LLC
Michigan
-$8K -49 Closed
ANBT
1043
American National Bank & Trust
Texas
-$5K -30 Closed
CIM
1044
Contravisory Investment Management
Massachusetts
-$5K -30 Closed
IIC
1045
Integrated Investment Consultants
Michigan
-$4K -26 Closed
OBWP
1046
O'Brien Wealth Partners
Massachusetts
-$3K -20 Closed
AWA
1047
Acorn Wealth Advisors
Michigan
-$1K -7 Closed
1IA
1048
1834 Investment Advisors
Wisconsin
-$1K -6 Closed
GWS
1049
Glassman Wealth Services
Virginia
+$449 +3 New