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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1676
Prestige Wealth Management Group
New Jersey
$176K – – –
ZB
1677
Zions Bancorporation
Utah
$176K +$11.4K +163 +7%
ARMC
1678
American Research & Management Company
Massachusetts
$172K -$27.1K -386 -14%
LWM
1679
Lenox Wealth Management
Ohio
$172K +$6.11K +87 +4%
PA
1680
Procyon Advisors
Connecticut
$170K +$161K +2,295 New
Loomis, Sayles & Company
1681
Loomis, Sayles & Company
Massachusetts
$168K +$13.9K +198 +10%
HIA
1682
Harbor Investment Advisory
Maryland
$168K +$159K +2,265 New
MIHAS
1683
Maj Invest Holding A/S
Denmark
$163K – – –
BWM
1684
Baystate Wealth Management
Massachusetts
$156K +$63K +897 +74%
CWP
1685
CFM Wealth Partners
Texas
$154K +$142K +2,021 New
TRAM
1686
Tuscan Ridge Asset Management
Illinois
$152K +$144K +2,051 New
AWM
1687
Atticus Wealth Management
Florida
$151K +$143K +2,030 New
KPW
1688
Kore Private Wealth
New York
$150K +$141K +2,014 New
SFG
1689
Sowa Financial Group
Rhode Island
$150K +$142K +2,021 New
CFN
1690
Cordasco Financial Network
Florida
$148K +$91.4K +1,302 +189%
AAP
1691
Arax Advisory Partners
Colorado
$147K – – –
JFA
1692
Johanson Financial Advisors
California
$142K +$134K +1,915 New
CAW
1693
Cornerstone Advisors (Washington)
Washington
$140K +$6.04K +86 +5%
CIA
1694
CSat Investment Advisory
Michigan
$140K +$6.39K +91 +5%
AWA
1695
Arkadios Wealth Advisors
Georgia
$136K +$132K +1,883 New
RFM
1696
Royal Fund Management
Florida
$135K -$12.9K -184 -9%
FWM
1697
Focused Wealth Management
New York
$134K +$19.7K +280 +18%
WFMPM
1698
Woodley Farra Manion Portfolio Management
Indiana
$133K +$126K +1,793 New
FNBOSM
1699
First National Bank of South Miami
Florida
$132K -$102K -1,449 -45%
SFM
1700
Systematic Financial Management
New Jersey
$125K -$78.2K -1,114 -40%