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Loews
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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
651
Essential Partners
California
$40.3K – – –
GIA
652
GHP Investment Advisors
Colorado
$40.3K +$321 +3 +0.8%
PGAM
653
Princeton Global Asset Management
New Jersey
$40.2K – – –
WIM
654
Westside Investment Management
California
$39.8K – – –
SWM
655
SHP Wealth Management
Massachusetts
$38.5K +$2.78K +26 +8%
RIL
656
Rothschild Investment LLC
Illinois
$36.1K +$3.75K +35 +12%
AGWCA
657
Annis Gardner Whiting Capital Advisors
Florida
$33.3K +$1.39K +13 +4%
NSIM
658
North Star Investment Management
Illinois
$32K – – –
HIA
659
Harbor Investment Advisory
Maryland
$30.3K – – –
SIC
660
SJS Investment Consulting
Ohio
$29.2K – – –
TPWA
661
Twin Peaks Wealth Advisors
California
$28.7K +$28.8K +269 New
HI
662
Harbour Investments
Wisconsin
$28.5K +$8.99K +84 +46%
CYG
663
Clean Yield Group
Vermont
$28.1K – – –
FFO
664
Fortitude Family Office
Arizona
$27.3K +$8.99K +84 +49%
WSCM
665
Wellington Shields Capital Management
New York
$27.2K – – –
PWPS
666
Pinnacle Wealth Planning Services
Ohio
$27K +$428 +4 +2%
PTC
667
Private Trust Company
Ohio
$25.2K -$6.74K -63 -21%
JWA
668
JFS Wealth Advisors
Pennsylvania
$23.8K -$321 -3 -1%
CFD
669
Creative Financial Designs
Indiana
$23.4K -$2.03K -19 -8%
NS
670
NBC Securities
Alabama
$22K – – –
KFAS
671
Keating Financial Advisory Services
Kansas
$21.2K +$3.32K +31 +18%
AAP
672
Arax Advisory Partners
Colorado
$20.7K -$24.5K -229 -54%
TM
673
Torren Management
California
$20.6K -$15.7K -147 -43%
BWL
674
Bogart Wealth LLC
Virginia
$19.9K +$6.96K +65 +54%
HFS
675
Horizon Financial Services
North Carolina
$17.6K +$7.92K +74 +81%
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