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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
1451
Valicenti Advisory Services
New York
$506K +$475 +11 +0.1%
WP
1452
WealthSource Partners
California
$506K +$16.7K +386 +3%
Jacobs Levy Equity Management
1453
Jacobs Levy Equity Management
New Jersey
$505K -$4.89M -113,300 -91%
FRM
1454
Fox Run Management
Connecticut
$504K +$496K +11,485 New
AP
1455
Atwood & Palmer
Missouri
$501K -$77.7K -1,800 -14%
AWA
1456
Arete Wealth Advisors
Illinois
$501K +$252K +5,845 +105%
LOAMS
1457
Lombard Odier Asset Management (Switzerland)
Switzerland
$500K -$1.23M -28,514 -71%
TL
1458
Tirschwell & Loewy
New York
$499K
GLA
1459
Good Life Advisors
Pennsylvania
$494K -$25.4K -587 -5%
SSWM
1460
Sheets Smith Wealth Management
North Carolina
$493K -$15.2K -351 -3%
CNB
1461
Camden National Bank
Maine
$492K +$81.1K +1,877 +20%
HFA
1462
High Falls Advisors
New York
$491K
Koshinski Asset Management
1463
Koshinski Asset Management
Illinois
$488K -$4.92K -114 -1%
PFGIA
1464
Patriot Financial Group Insurance Agency
Massachusetts
$486K -$243K -5,633 -34%
PP
1465
PagnatoKarp Partners
Virginia
$486K +$475K +10,995 New
EAM
1466
Evanson Asset Management
California
$485K +$86.4K +2,000 +22%
FCB
1467
First Command Bank
Texas
$484K -$23.6K -547 -5%
FCFS
1468
First Command Financial Services
Texas
$484K -$23.6K -547 -5%
SWA
1469
SFMG Wealth Advisors
Texas
$483K -$26.2K -606 -5%
AIM
1470
Aspen Investment Management
Michigan
$480K
CAC
1471
Certified Advisory Corp
Florida
$480K +$20.3K +470 +4%
NEPPG
1472
New England Professional Planning Group
Rhode Island
$479K -$153K -3,533 -24%
SIM
1473
SSI Investment Management
California
$479K -$74.2K -1,718 -14%
PGWM
1474
Parisi Gray Wealth Management
New Jersey
$479K -$63.1K -1,460 -12%
LFA
1475
Legacy Financial Advisors
Kentucky
$478K +$24.9K +577 +6%