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Loews
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Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
551
Annis Gardner Whiting Capital Advisors
Florida
$28K +$439 +5 +2%
NSIM
552
North Star Investment Management
Illinois
$27.5K – – –
HWM
553
Hemington Wealth Management
Virginia
$27K +$4.74K +54 +22%
MYIA
554
Mount Yale Investment Advisors
Colorado
$26.9K +$25.7K +293 New
FHA
555
First Horizon Advisors
Tennessee
$26.8K -$351 -4 -1%
WA
556
WPG Advisers
Maryland
$25.1K +$24K +274 New
LFG
557
Larson Financial Group
Missouri
$24.5K +$16.2K +185 +226%
CYG
558
Clean Yield Group
Vermont
$24.1K – – –
ZBNA
559
Zions Bancorporation, National Association
Utah
$23.6K -$9.13K -104 -29%
WSCM
560
Wellington Shields Capital Management
New York
$23.4K – – –
GM
561
GeoWealth Management
Illinois
$23.2K +$22.2K +253 New
RIL
562
Rothschild Investment LLC
Illinois
$22.8K +$7.99K +91 +58%
SWP
563
Strategic Wealth Partners
Ohio
$20.6K +$19.7K +225 New
WSFS
564
Wilmington Savings Fund Society
Delaware
$19.8K -$1.32K -15 -6%
SO
565
Sierra Ocean
California
$19.2K -$8.69K -99 -32%
BCMLT
566
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.6K – – –
CWA
567
Carolina Wealth Advisors
South Carolina
$17.9K -$334K -3,808 -95%
CFO
568
CVA Family Office
Colorado
$17.6K +$3.42K +39 +25%
WIM
569
Westside Investment Management
California
$17.1K +$16.2K +185 New
FFO
570
Fortitude Family Office
Arizona
$15.9K -$10.8K -123 -42%
JWA
571
JFS Wealth Advisors
Pennsylvania
$15.5K +$439 +5 +3%
AAG
572
Armstrong Advisory Group
Massachusetts
$15.3K -$7.64K -87 -34%
MCM
573
Manchester Capital Management
Vermont
$14.8K -$1.75K -20 -11%
TPWA
574
Twin Peaks Wealth Advisors
California
$14K +$13K +148 New
PWMG
575
Private Wealth Management Group
New Jersey
$13.9K +$4.74K +54 +55%
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