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Name Holding Trade Value Shares
Change
Change in
Stake
FWP
1551
FAS Wealth Partners
Kansas
$201K +$203K +1,763 New
GWS
1552
Glassman Wealth Services
Virginia
$200K
JCM
1553
Janney Capital Management
Pennsylvania
$200K +$202K +1,752 New
MSFP
1554
Mark Sheptoff Financial Planning
Connecticut
$189K +$7.72K +67 +4%
RP
1555
Rowlandmiller & Partners
Georgia
$188K -$5.76K -50 -3%
LNB
1556
Ledyard National Bank
$186K
LWA
1557
Lenox Wealth Advisors
New York
$185K +$37.4K +325 +25%
FMA
1558
FNY Managed Accounts
New York
$183K +$184K +1,600 New
MFW
1559
Mosaic Family Wealth
Missouri
$182K +$92.9K +806 +103%
PFBT
1560
Parkside Financial Bank & Trust
Missouri
$178K -$9.45K -82 -5%
CFA
1561
Carroll Financial Associates
North Carolina
$175K +$5.18K +45 +3%
WG
1562
Welch Group
Alabama
$174K -$56.9K -494 -25%
AIC
1563
Ayalon Insurance Company
Israel
$173K
FMP
1564
Financial Management Professionals
Texas
$171K -$10K -87 -5%
Carson Wealth (CWM LLC)
1565
Carson Wealth (CWM LLC)
Nebraska
$169K -$172K -1,496 -50%
TIM
1566
Tortoise Investment Management
New York
$160K +$3.46K +30 +2%
DSC
1567
Duncker Streett & Co
Missouri
$160K +$69.1K +600 +75%
GI
1568
Gradient Investments
Minnesota
$156K +$31.7K +275 +25%
CFA
1569
Camarda Financial Advisors
Florida
$155K -$680K -5,901 -81%
ST
1570
Smithfield Trust
Pennsylvania
$147K -$3K -26 -2%
GBBWRPM
1571
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$140K +$2.07K +18 +1%
BL
1572
Balentine LLC
Georgia
$139K +$117K +1,015 +513%
KPCM
1573
Kings Point Capital Management
New York
$135K -$1.5K -13 -1%
PFS
1574
Physicians Financial Services
North Carolina
$131K -$142K -1,235 -52%
RWG
1575
Regal Wealth Group
California
$131K