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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1801
Prestige Wealth Management Group
New Jersey
$119K -$20.4K -313 -15%
SIS
1802
Sound Income Strategies
Florida
$116K +$195 +3 +0.2%
LGA
1803
Lebenthal Global Advisors
New York
$116K +$111K +1,700 New
SFM
1804
Systematic Financial Management
New Jersey
$115K – – –
GFA
1805
Gifford Fong Associates
California
$114K – – –
MAM
1806
McCarthy Asset Management
California
$112K +$106K +1,636 New
CWC
1807
Carolinas Wealth Consulting
North Carolina
$108K +$60.4K +928 +141%
ACM
1808
AUA Capital Management
Pennsylvania
$107K – – –
NFSG
1809
Newbridge Financial Services Group
Florida
$106K -$59.8K -919 -37%
TPWA
1810
TRUE Private Wealth Advisors
Oregon
$106K +$1.3K +20 +1%
ED
1811
Exane Derivatives
France
$103K +$781 +12 +0.8%
FCB
1812
First Command Bank
Texas
$103K +$28.2K +433 +40%
FCFS
1813
First Command Financial Services
Texas
$103K +$28.2K +433 +40%
FWM
1814
Focused Wealth Management
New York
$102K -$34K -522 -26%
BWM
1815
Baystate Wealth Management
Massachusetts
$102K -$31.8K -489 -25%
CDIA
1816
Capital Directions Investment Advisors
Georgia
$102K – – –
MCA
1817
Mercer Capital Advisers
New Jersey
$102K – – –
FFA
1818
Freedman Financial Associates
Massachusetts
$102K +$97.3K +1,496 New
RCA
1819
Ranch Capital Advisors
Florida
$100K -$129K -1,981 -57%
SWM
1820
Sugarloaf Wealth Management
Georgia
$97K -$3.45K -53 -4%
DAM
1821
Delta Asset Management
Tennessee
$95K +$15.1K +232 +20%
BAM
1822
Bellevue Asset Management
Washington
$92K +$65 +1 +0.1%
MIFH
1823
Migdal Insurance & Financial Holdings
Israel
$91K – – –
TI
1824
Truehand Inc
New Hampshire
$91K – – –
CL
1825
COWA LLC
Oklahoma
$87K +$75.1K +1,154 New
71 72
73
74 75