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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
1476
Aris Wealth Services
Pennsylvania
$132K +$132K +960 New
PIM
1477
Parasol Investment Management
Illinois
$130K – – –
WCM
1478
Wealthcare Capital Management
Virginia
$130K +$110K +798 +543%
GWA
1479
Genesis Wealth Advisors
Massachusetts
$130K – – –
CWM
1480
Cranbrook Wealth Management
Michigan
$125K -$35K -254 -22%
BRWM
1481
B. Riley Wealth Management
Tennessee
$122K -$6.48K -47 -5%
NCM
1482
Nelson Capital Management
California
$121K – – –
PIA
1483
Piedmont Investment Advisors
North Carolina
$118K – – –
DOA
1484
D'Orazio & Associates
Virginia
$116K – – –
JWM
1485
Jacobus Wealth Management
Wisconsin
$115K – – –
AIM
1486
Advantage Investment Management
Iowa
$108K +$13.5K +98 +14%
QAM
1487
QCI Asset Management
New York
$106K -$24.8K -180 -19%
OAM
1488
Orinda Asset Management
California
$105K -$77.4K -562 -43%
KA
1489
Klingman & Associates
New York
$102K – – –
P
1490
Palladiem
Pennsylvania
$99K -$2.48K -18 -2%
CAL
1491
Capital Advisors Ltd
Ohio
$99K – – –
RI
1492
Redwood Investments
Massachusetts
$99K – – –
IMS
1493
Index Management Solutions
Pennsylvania
$98K +$9.23K +67 +10%
AWM
1494
Avior Wealth Management
Nebraska
$95K +$7.44K +54 +9%
WP
1495
WealthPLAN Partners
Nebraska
$93K +$93K +675 New
HIM
1496
Hillsdale Investment Management
Ontario, Canada
$87K – – –
AF
1497
Allworth Financial
California
$82K +$82.1K +596 New
BAM
1498
Bruderman Asset Management
New York
$81K +$81.4K +591 New
VNA
1499
Valley National Advisers
Pennsylvania
$80K -$7.44K -54 -9%
BL
1500
Balentine LLC
Georgia
$80K +$79.9K +580 New