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Name Holding Trade Value Shares
Change
Change in
Stake
TDC
926
Thompson Davis & Co
Virginia
$14K – – –
HR
927
Howe & Rusling
New York
$13K – – –
OC
928
Oakworth Capital
Alabama
$13K – – –
RAM
929
Riggs Asset Management
Pennsylvania
$11K -$1.87K -40 -13%
RA
930
Rational Advisors
New York
$11K – – –
LWA
931
Lenox Wealth Advisors
New York
$11K +$5.47K +117 +87%
RIA
932
Regal Investment Advisors
Michigan
$11K +$6.73K +144 +118%
TCOV
933
Trust Company of Vermont
Vermont
$10K -$1.68K -36 -13%
FPFS
934
First Personal Financial Services
North Carolina
$10K – – –
AWS
935
Aris Wealth Services
Pennsylvania
$9K -$781K -16,722 -99%
AF
936
Allworth Financial
California
$9K -$2.15K -46 -18%
KA
937
Klingman & Associates
New York
$9K +$10.5K +224 New
JWA
938
JFS Wealth Advisors
Pennsylvania
$8K -$13.4K -287 -60%
WC
939
Whitnell & Co
Illinois
$8K – – –
FWM
940
Focused Wealth Management
New York
$8K +$1.73K +37 +23%
APSP
941
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K +$2.52K +54 +36%
LYV
942
Live Your Vision
Pennsylvania
$8K +$9.02K +193 New
IP
943
Isthmus Partners
Wisconsin
$6K – – –
TIM
944
Tortoise Investment Management
New York
$6K – – –
GI
945
Gradient Investments
Minnesota
$6K +$47 +1 +0.7%
WOC
946
West Oak Capital
California
$5.94K – – –
IF
947
Ironwood Financial
Arizona
$5K – – –
LWM
948
Lenox Wealth Management
Ohio
$5K – – –
LWA
949
Lowe Wealth Advisors
Maryland
$5K – – –
PSC
950
Prentiss Smith & Co
Vermont
$5K – – –