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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
826
Lowe Wealth Advisors
Maryland
$141K – – –
LWM
827
Liberty Wealth Management
California
$138K – – –
LPIC
828
LeJeune Puetz Investment Counsel
Michigan
$136K – – –
GC
829
Grace Capital
Massachusetts
$134K – – –
PO
830
Private Ocean
California
$134K +$7.38K +49 +6%
IBOK
831
Independence Bank of Kentucky
Kentucky
$127K -$16.6K -110 -12%
KTC
832
Kistler-Tiffany Companies
Pennsylvania
$127K – – –
BAM
833
Bellevue Asset Management
Washington
$119K – – –
MCM
834
MV Capital Management
Maryland
$119K +$452 +3 +0.4%
TWA
835
TCI Wealth Advisors
Arizona
$119K +$5.42K +36 +5%
BFEC
836
Benjamin F. Edwards & Company
Missouri
$117K -$8.28K -55 -7%
SNT
837
Security National Trust
West Virginia
$111K -$30.1K -200 -22%
PCG
838
Private Capital Group
Connecticut
$109K -$17K -113 -14%
IAIM
839
International Assets Investment Management
Florida
$105K – – –
EI
840
Ellevest Inc
New York
$104K -$60.1K -399 -38%
SIC
841
Salem Investment Counselors
North Carolina
$102K – – –
GAM
842
Grandview Asset Management
Pennsylvania
$101K +$96.4K +640 New
PFSC
843
Peoples Financial Services Corp
Pennsylvania
$99K – – –
JFGIW
844
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$98K – – –
KFI
845
Key Financial Inc
Pennsylvania
$96K – – –
CA
846
Clearstead Advisors
Ohio
$95K -$6.63K -44 -7%
BC
847
Blackhill Capital
New Jersey
$95K – – –
FF
848
FourThought Financial
Florida
$94K – – –
RWB
849
RMR Wealth Builders
New Jersey
$90K – – –
AF
850
Allworth Financial
California
$89K +$7.08K +47 +9%