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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
2276
JFS Wealth Advisors
Pennsylvania
$190K – – –
Barrow, Hanley, Mewhinney & Strauss
2277
Barrow, Hanley, Mewhinney & Strauss
Texas
$188K -$9.79K -193 -5%
SFA
2278
Semmax Financial Advisors
North Carolina
$187K -$63.8K -1,258 -26%
BWL
2279
Bogart Wealth LLC
Virginia
$185K +$8.37K +165 +5%
CWM
2280
Cranbrook Wealth Management
Michigan
$181K – – –
CA
2281
Centerpoint Advisors
Massachusetts
$180K – – –
NCM
2282
Northstar Capital Management
New York
$178K – – –
WPA
2283
West Paces Advisors
Georgia
$176K – – –
WA
2284
Winfield Associates
Ohio
$175K – – –
PWMG
2285
Prestige Wealth Management Group
New Jersey
$171K -$72.8K -1,435 -31%
NIT
2286
NumerixS Investment Technologies
British Columbia, Canada
$170K -$1.62M -31,857 -91%
LWM
2287
Liberty Wealth Management
California
$166K -$177K -3,489 -53%
PO
2288
Private Ocean
California
$161K +$69.7K +1,374 +84%
CC
2289
Colrain Capital
Massachusetts
$159K -$55.8K -1,100 -27%
AWMF
2290
Arbor Wealth Management (Florida)
Florida
$159K – – –
SCA
2291
Stuart Chaussee & Associates
California
$156K – – –
KFS
2292
Kelly Financial Services
Massachusetts
$156K +$147K +2,901 New
HMS
2293
Hanseatic Management Services
New Mexico
$152K +$144K +2,830 New
CYG
2294
Clean Yield Group
Vermont
$151K -$184K -3,635 -56%
BRC
2295
Bell Rock Capital
Delaware
$149K -$192K -3,786 -58%
LA
2296
Legacy Advisors
Pennsylvania
$144K +$136K +2,676 New
WA
2297
WP Advisors
California
$142K +$134K +2,650 New
IF
2298
Ironwood Financial
Arizona
$142K – – –
LWM
2299
Lenox Wealth Management
Ohio
$142K +$20.3K +400 +18%
SIAS
2300
Shine Investment Advisory Services
Colorado
$136K +$7.61K +150 +6%