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Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1126
MYCIO Wealth Partners
Pennsylvania
$175K +$55.9K +571 +46%
Loomis, Sayles & Company
1127
Loomis, Sayles & Company
Massachusetts
$170K -$8.7M -88,830 -98%
GWS
1128
Glassman Wealth Services
Virginia
$170K +$196 +2 +0.1%
HPBT
1129
High Point Bank & Trust
North Carolina
$169K -$11.8K -120 -6%
OC
1130
Oakworth Capital
Alabama
$167K +$152K +1,550 +957%
JWM
1131
Jacobus Wealth Management
Wisconsin
$163K -$33.8K -345 -17%
PSI
1132
Pinnacle Summer Investments
Virginia
$158K -$137K -1,397 -46%
BAM
1133
Brave Asset Management
New Jersey
$156K – – –
AW
1134
Alpha Windward
Massachusetts
$155K -$3.92K -40 -2%
GC
1135
Giverny Capital
Quebec, Canada
$146K – – –
CF
1136
CenterStar Fund
Illinois
$130K – – –
TWA
1137
TCI Wealth Advisors
Arizona
$128K +$116K +1,180 +908%
CCS
1138
Crosspoint Capital Strategies
California
$127K +$144K +1,475 New
AWM
1139
AllSquare Wealth Management
New York
$126K +$4.9K +50 +4%
NYLT
1140
New York Life Trust
New York
$125K -$1.08K -11 -0.9%
WA
1141
WFG Advisors
Texas
$106K – – –
AF
1142
Allworth Financial
California
$104K – – –
LWA
1143
Lowe Wealth Advisors
Maryland
$104K +$3.92K +40 +4%
WP
1144
WealthPLAN Partners
Nebraska
$104K +$260K +2,658 New
JGIA
1145
Jackson Grant Investment Advisers
Connecticut
$100K +$100K +1,023 New
KPCM
1146
Kings Point Capital Management
New York
$97K – – –
LWM
1147
LBA Wealth Management
Florida
$97K – – –
RFS
1148
Rockefeller Financial Services
New York
$93K – – –
MFW
1149
Mosaic Family Wealth
Missouri
$88K +$89.2K +911 New
S
1150
SignatureFD
Georgia
$87K +$19.6K +200 +29%