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Name Holding Trade Value Shares
Change
Change in
Stake
DI
2126
Disciplined Investments
Oklahoma
$9K +$8.74K +31 New
SC
2127
Sawyer & Company
Massachusetts
$8K – – –
SCA
2128
Stuart Chaussee & Associates
California
$8K – – –
VCS
2129
Vaughan & Co Securities
New Jersey
$7.76K +$7.33K +26 New
FP
2130
Financial Perspectives
Minnesota
$7.19K +$6.77K +24 New
WWM
2131
Willingdon Wealth Management
North Carolina
$7K -$13.8K -49 -66%
THWM
2132
Taylor Hoffman Wealth Management
Virginia
$7K – – –
LWM
2133
Lionsbridge Wealth Management
Florida
$7K +$7.33K +26 New
SWM
2134
Selective Wealth Management
Virginia
$6K – – –
LGWM
2135
Litman Gregory Wealth Management
California
$5K -$22.8K -81 -82%
PCFFS
2136
Pacific Center for Financial Services
California
$5K -$1.13K -4 -19%
TVWM
2137
Tower View Wealth Management
Wisconsin
$5K – – –
PWP
2138
Personal Wealth Partners
Minnesota
$4K – – –
VNA
2139
Valley National Advisers
Pennsylvania
$4K – – –
AS
2140
Altshuler Shaham
Israel
$4K +$1.69K +6 +86%
RAM
2141
Riggs Asset Management
Pennsylvania
$4K +$3.95K +14 New
AA
2142
AlphaMark Advisors
Kentucky
$3K – – –
TCM
2143
Tradewinds Capital Management
Washington
$3K – – –
CCM
2144
Copeland Capital Management
Pennsylvania
$2K -$564 -2 -20%
1NWS
2145
1 North Wealth Services
Maryland
$2K – – –
GC
2146
Globeflex Capital
California
$2K – – –
PCTC
2147
Perkins Coie Trust Company
Washington
$2K – – –
TFA
2148
Transamerica Financial Advisors
Florida
$1K +$282 +1 New
LSCM
2149
Light Street Capital Management
California
– -$42.1M -154,900 Closed
Balyasny Asset Management
2150
Balyasny Asset Management
Illinois
– -$32.8M -120,672 Closed