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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1726
Glassman Wealth Services
Virginia
$156K -$25.3K -268 -13%
EWA
1727
EverSource Wealth Advisors
Alabama
$156K -$19.3K -205 -10%
BWA
1728
BDO Wealth Advisors
Florida
$154K -$3.58K -38 -2%
TIM
1729
Thompson Investment Management
Wisconsin
$154K -$71.8K -761 -30%
SC
1730
Steph & Co
Wisconsin
$152K – – –
PO
1731
Private Ocean
California
$151K – – –
MSFP
1732
Mark Sheptoff Financial Planning
Connecticut
$151K -$22.5K -239 -12%
Loomis, Sayles & Company
1733
Loomis, Sayles & Company
Massachusetts
$150K +$60K +636 +60%
AA
1734
Alta Advisers
United Kingdom
$147K – – –
AWM
1735
Ameliora Wealth Management
Switzerland
$147K – – –
BCM
1736
Blume Capital Management
California
$147K – – –
M
1737
MOTCO
Texas
$146K -$1.42K -15 -0.9%
CFD
1738
Creative Financial Designs
Indiana
$143K +$25.9K +275 +20%
CWAF
1739
Core Wealth Advisors (Florida)
Florida
$142K +$40.6K +431 +36%
BAM
1740
Byrne Asset Management
New Jersey
$142K +$13.3K +141 +10%
SCM
1741
Silvant Capital Management
Georgia
$141K – – –
C
1742
Covestor
United Kingdom
$140K +$39.8K +422 +36%
FCA
1743
FinTrust Capital Advisors
South Carolina
$138K – – –
BWAM
1744
Boyd Watterson Asset Management
Ohio
$137K -$112K -1,187 -43%
MHR
1745
Matthew Hamilton Rosenberg
$136K -$8.49K -90 -6%
APW
1746
Acima Private Wealth
Virginia
$134K – – –
MRCM
1747
M&R Capital Management
New Jersey
$131K -$6.98K -74 -5%
CP
1748
Castleview Partners
Texas
$131K +$15.5K +164 +12%
VWM
1749
Valley Wealth Managers
New Jersey
$130K +$117K +1,237 +518%
CSWM
1750
Cassady Schiller Wealth Management
Ohio
$128K -$3.21K -34 -2%