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Loews
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
426
Berman Capital Advisors
Georgia
$21K +$7.39K +144 +57%
BWM
427
Baystate Wealth Management
Massachusetts
$20K -$15.4K -300 -45%
CFGS
428
Concourse Financial Group Securities
Alabama
$18K – – –
RIA
429
RPG Investment Advisory
California
$18K – – –
FPS
430
Fieldpoint Private Securities
Connecticut
$18K +$17.2K +335 New
TWA
431
TCI Wealth Advisors
Arizona
$16K – – –
WTC
432
WhitTier Trust Company
Nevada
$15K – – –
BFC
433
Bedel Financial Consulting
Indiana
$14K – – –
PFBT
434
Parkside Financial Bank & Trust
Missouri
$14K +$975 +19 +8%
MAM
435
Meeder Asset Management
Ohio
$13K -$69.4K -1,353 -85%
HWA
436
Heritage Wealth Advisors
Virginia
$12.5K +$11.8K +229 New
GWS
437
Glassman Wealth Services
Virginia
$12K -$15K -293 -57%
SLF
438
Sun Life Financial
Ontario, Canada
$12K -$12.6K -246 -53%
HNB
439
Huntington National Bank
Ohio
$12K – – –
PCP
440
Proficio Capital Partners
Massachusetts
$12K +$8.42K +164 +342%
JCM
441
Jacobi Capital Management
Pennsylvania
$11K – – –
OIA
442
OneDigital Investment Advisors
Kansas
$11K – – –
ZB
443
Zions Bancorporation
Utah
$11K – – –
AWMS
444
Advocacy Wealth Management Services
Georgia
$11K +$10.3K +200 New
RCAG
445
Rehmann Capital Advisory Group
Michigan
$10.9K -$821 -16 -7%
CFG
446
Citizens Financial Group
Rhode Island
$10K -$616 -12 -6%
AF
447
Advisornet Financial
Minnesota
$9K – – –
TL
448
TrueWealth LLC
Georgia
$7K – – –
TFS
449
TrustCore Financial Services
Tennessee
$6K +$5.59K +109 New
CI
450
CX Institutional
Indiana
$5K +$667 +13 +18%
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