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Loews
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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
651
GHP Investment Advisors
Colorado
$40.3K +$321 +3 +0.8%
PGAM
652
Princeton Global Asset Management
New Jersey
$40.2K – – –
WIM
653
Westside Investment Management
California
$39.8K – – –
SWM
654
SHP Wealth Management
Massachusetts
$38.5K +$2.78K +26 +8%
RIL
655
Rothschild Investment LLC
Illinois
$36.1K +$3.75K +35 +12%
AGWCA
656
Annis Gardner Whiting Capital Advisors
Florida
$33.3K +$1.39K +13 +4%
NSIM
657
North Star Investment Management
Illinois
$32K – – –
HIA
658
Harbor Investment Advisory
Maryland
$30.3K – – –
SIC
659
SJS Investment Consulting
Ohio
$29.2K – – –
TPWA
660
Twin Peaks Wealth Advisors
California
$28.7K +$28.8K +269 New
HI
661
Harbour Investments
Wisconsin
$28.5K +$8.99K +84 +46%
CYG
662
Clean Yield Group
Vermont
$28.1K – – –
FFO
663
Fortitude Family Office
Arizona
$27.3K +$8.99K +84 +49%
WSCM
664
Wellington Shields Capital Management
New York
$27.2K – – –
PWPS
665
Pinnacle Wealth Planning Services
Ohio
$27K +$428 +4 +2%
PTC
666
Private Trust Company
Ohio
$25.2K -$6.74K -63 -21%
JWA
667
JFS Wealth Advisors
Pennsylvania
$23.8K -$321 -3 -1%
CFD
668
Creative Financial Designs
Indiana
$23.4K -$2.03K -19 -8%
NS
669
NBC Securities
Alabama
$22K – – –
KFAS
670
Keating Financial Advisory Services
Kansas
$21.2K +$3.32K +31 +18%
AAP
671
Arax Advisory Partners
Colorado
$20.7K -$24.5K -229 -54%
TM
672
Torren Management
California
$20.6K -$15.7K -147 -43%
BWL
673
Bogart Wealth LLC
Virginia
$19.9K +$6.96K +65 +54%
HFS
674
Horizon Financial Services
North Carolina
$17.6K +$7.92K +74 +81%
MCM
675
Manchester Capital Management
Vermont
$16.4K – – –
25 26
27
28 29