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Name Holding Trade Value Shares
Change
Change in
Stake
LYV
1701
Live Your Vision
Pennsylvania
$82K
PCFFS
1702
Pacific Center for Financial Services
California
$80K
LGWM
1703
Litman Gregory Wealth Management
California
$80K +$80.1K +575 New
FMP
1704
Financial Management Professionals
Texas
$79K +$557 +4 +0.7%
AOWM
1705
Alpha Omega Wealth Management
Virginia
$78K
SQA
1706
Simon Quick Advisors
New Jersey
$76K +$30.6K +220 +67%
RBC
1707
Roble Belko & Company
Pennsylvania
$71K
BWL
1708
Bogart Wealth LLC
Virginia
$70K +$68.8K +494 New
JAM
1709
Jolley Asset Management
North Carolina
$64K -$3.03M -21,750 -98%
WCM
1710
Wealthcare Capital Management
Virginia
$62K +$557 +4 +0.9%
SHJ
1711
Sharkey, Howes & Javer
Colorado
$61K
ST
1712
Sageworth Trust
Pennsylvania
$58K
AFNAS
1713
American Financial Network Advisory Services
California
$56K +$56.1K +403 New
ABA
1714
American Beacon Advisors
Texas
$54K
NIC
1715
Northwest Investment Counselors
Oregon
$53K -$35.5K -255 -40%
TDC
1716
Thompson Davis & Co
Virginia
$52K +$17.1K +123 +30%
SIAS
1717
Shine Investment Advisory Services
Colorado
$52K +$18K +129 +52%
HIIFS
1718
Harel Insurance Investments & Financial Services
Israel
$50K
SIAP
1719
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$50K
WPA
1720
West Paces Advisors
Georgia
$48.9K -$13.4K -96 -21%
Loomis, Sayles & Company
1721
Loomis, Sayles & Company
Massachusetts
$47K
AFIA
1722
America First Investment Advisors
Nebraska
$44K
OFS
1723
Orrstown Financial Services
Pennsylvania
$40K
LF
1724
Lee Financial
Texas
$39K -$29.3K -210 -43%
MSFP
1725
Mark Sheptoff Financial Planning
Connecticut
$38K