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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1701
Liberty Wealth Management
California
$73K +$91.6K +2,028 New
WC
1702
Whitnell & Co
Illinois
$71K -$9.62K -213 -10%
WPA
1703
West Paces Advisors
Georgia
$70.1K -$51.5K -1,140 -37%
Pacer Advisors
1704
Pacer Advisors
Pennsylvania
$70K -$4.29M -95,045 -98%
SGS
1705
Sterling Global Strategies
California
$69.7K +$86.8K +1,922 New
TL
1706
TrueWealth LLC
Georgia
$69K -$117K -2,597 -58%
AAP
1707
Arax Advisory Partners
Colorado
$69K +$60.5K +1,339 +234%
JWA
1708
JFS Wealth Advisors
Pennsylvania
$67K -$24.2K -537 -23%
KFA
1709
Kays Financial Advisory
Georgia
$67K +$83.4K +1,848 New
MFW
1710
Mosaic Family Wealth
Missouri
$65K -$32.7K -725 -29%
SWP
1711
Strategic Wealth Partners
Ohio
$64K -$34.9K -774 -34%
IFAM
1712
Institutional & Family Asset Management
Colorado
$63K -$85.3K -1,889 -52%
TC
1713
Trust Company
Kansas
$62K -$5.06K -112 -6%
CRM
1714
Cramer Rosenthal McGlynn
Connecticut
$62K
GEA
1715
Glen Eagle Advisors
New Jersey
$60.7K +$2.84K +63 +4%
CA
1716
Centerpoint Advisors
Massachusetts
$60K -$87.1K -1,929 -54%
BCA
1717
Berman Capital Advisors
Georgia
$59K -$115K -2,538 -60%
AIM
1718
Advantage Investment Management
Iowa
$59K -$23.5K -521 -24%
RFWA
1719
RPg Family Wealth Advisory
Massachusetts
$58.4K -$41.6K -922 -36%
NCM
1720
Nelson Capital Management
California
$58K -$17.4K -386 -19%
TIM
1721
Tortoise Investment Management
New York
$58K -$9.93K -220 -12%
BWA
1722
BDO Wealth Advisors
Florida
$57K -$962K -21,303 -93%
HT
1723
Heritage Trust
Oklahoma
$55K -$866K -19,171 -93%
FMP
1724
Financial Management Professionals
Texas
$55K -$9.44K -209 -12%
PCFFS
1725
Pacific Center for Financial Services
California
$55K