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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1701
AUA Capital Management
Pennsylvania
$87K – – –
CWM
1702
Catamount Wealth Management
Connecticut
$87K – – –
Capstone Investment Advisors
1703
Capstone Investment Advisors
New York
$85K -$30.1K -216 -26%
CAL
1704
Capital Analysts LLC
Pennsylvania
$82K – – –
LYV
1705
Live Your Vision
Pennsylvania
$82K – – –
PCFFS
1706
Pacific Center for Financial Services
California
$80K – – –
LGWM
1707
Litman Gregory Wealth Management
California
$80K +$80.1K +575 New
FMP
1708
Financial Management Professionals
Texas
$79K +$557 +4 +0.7%
AOWM
1709
Alpha Omega Wealth Management
Virginia
$78K – – –
SQA
1710
Simon Quick Advisors
New Jersey
$76K +$30.6K +220 +67%
RBC
1711
Roble Belko & Company
Pennsylvania
$71K – – –
BWL
1712
Bogart Wealth LLC
Virginia
$70K +$68.8K +494 New
JAM
1713
Jolley Asset Management
North Carolina
$64K -$3.03M -21,750 -98%
WCM
1714
Wealthcare Capital Management
Virginia
$62K +$557 +4 +0.9%
SHJ
1715
Sharkey, Howes & Javer
Colorado
$61K – – –
ST
1716
Sageworth Trust
Pennsylvania
$58K – – –
AFNAS
1717
American Financial Network Advisory Services
California
$56K +$56.1K +403 New
ABA
1718
American Beacon Advisors
Texas
$54K – – –
NIC
1719
Northwest Investment Counselors
Oregon
$53K -$35.5K -255 -40%
TDC
1720
Thompson Davis & Co
Virginia
$52K +$17.1K +123 +30%
SIAS
1721
Shine Investment Advisory Services
Colorado
$52K +$18K +129 +52%
HIIFS
1722
Harel Insurance Investments & Financial Services
Israel
$50K – – –
SIAP
1723
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$50K – – –
WPA
1724
West Paces Advisors
Georgia
$48.9K -$13.4K -96 -21%
Loomis, Sayles & Company
1725
Loomis, Sayles & Company
Massachusetts
$47K – – –