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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
126
One Wealth Advisors
California
$27K +$27.7K +1,530 New
CAW
127
Cornerstone Advisors (Washington)
Washington
$23K +$1.36K +75 +6%
IA
128
IFP Advisors
Florida
$21K
SPIA
129
Steward Partners Investment Advisory
New York
$17K -$1.54K -85 -8%
VCM
130
Vigilant Capital Management
Maine
$16K +$16.6K +915 New
FMII
131
Farmers & Merchants Investments Inc
Nebraska
$14K
WTB
132
Washington Trust Bank
Washington
$14K +$8.05K +445 +127%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$12K
FCAG
134
First Capital Advisors Group
New Jersey
$11K +$11.3K +625 New
LFA
135
Legacy Financial Advisors
Kentucky
$10K
LIA
136
LS Investment Advisors
Michigan
$9K
FPFS
137
First Personal Financial Services
North Carolina
$9K +$362 +20 +4%
CIP
138
Convergence Investment Partners
Florida
$9K +$8.96K +495 New
SWM
139
SeaCrest Wealth Management
New York
$8K
DVM
140
Dreman Value Management
Florida
$7K
BlackRock
141
BlackRock
New York
$7K +$6.97K +385 New
RCAG
142
Rehmann Capital Advisory Group
Michigan
$7K +$7.15K +395 New
ECM
143
Exchange Capital Management
Michigan
$6K +$6.24K +345 New
VFA
144
Valeo Financial Advisors
Indiana
$5K +$90 +5 +2%
SWP
145
Stratos Wealth Partners
Ohio
$4K -$2.62K -145 -40%
RFA
146
Reilly Financial Advisors
California
$4K
WT
147
Whittier Trust
California
$4K
AC
148
Avestar Capital
New York
$4K +$2.9K +160 New
FRA
149
Front Row Advisors
California
$4K +$3.98K +220 New
GFP
150
Gryphon Financial Partners
Ohio
$3K