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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1951
Edge Wealth Management
New York
$205K +$345 +2 +0.2%
AC
1952
Allstate Corporation
Illinois
$205K +$187K +1,082 New
CAM
1953
Crestone Asset Management
Colorado
$205K +$187K +1,082 New
GWM
1954
Greenwich Wealth Management
Connecticut
$204K +$186K +1,078 New
CA
1955
Cambridge Advisors
Nebraska
$203K +$185K +1,070 New
W
1956
WealthShield
North Carolina
$200K +$184K +1,064 New
WP
1957
WealthShield Partners
North Carolina
$200K +$184K +1,064 New
POIA
1958
Pin Oak Investment Advisors
Texas
$199K +$181K +1,050 New
CWM
1959
CMH Wealth Management
New Hampshire
$197K +$181K +1,050 New
VNA
1960
Valley National Advisers
Pennsylvania
$195K +$14.2K +82 +9%
CIA
1961
Cascade Investment Advisors
Oregon
$194K -$17.3K -100 -9%
PFGIA
1962
Patriot Financial Group Insurance Agency
Massachusetts
$186K +$16.1K +93 +11%
ELI
1963
Empire Life Investments
Ontario, Canada
$181K
AWM
1964
Aevitas Wealth Management
Massachusetts
$179K +$163K +945 New
C
1965
Cerebellum
California
$179K +$163K +946 New
HFP
1966
Holistic Financial Partners
Indiana
$178K +$162K +939 New
VCM
1967
Virtue Capital Management
Tennessee
$175K +$159K +922 New
CPA
1968
Clear Perspective Advisors
Illinois
$168K
HDIM
1969
Hanson & Doremus Investment Management
Vermont
$167K +$69K +400 +83%
PO
1970
Private Ocean
California
$167K +$145K +839 +1,951%
BWA
1971
Burt Wealth Advisors
Maryland
$165K +$173 +1 +0.1%
RBC
1972
Roble Belko & Company
Pennsylvania
$159K
SEIA
1973
Signature Estate & Investment Advisors
California
$155K -$29.9K -173 -17%
DCM
1974
Delpha Capital Management
New York
$153K +$139K +806 New
SFFS
1975
Stonehage Fleming Financial Services
Jersey
$152K -$354K -2,050 -72%