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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1126
Lenox Wealth Management
Ohio
$165K +$41.6K +1,390 +29%
HCM
1127
Highlander Capital Management
New Jersey
$161K -$89.8K -3,000 -33%
GWS
1128
Glassman Wealth Services
Virginia
$160K +$599 +20 +0.3%
FGC
1129
Financial Gravity Companies
Texas
$155K +$137K +4,570 New
IWP
1130
Icon Wealth Partners
Texas
$154K +$172K +5,740 New
FCB
1131
First Command Bank
Texas
$148K +$1.2K +40 +0.7%
FCFS
1132
First Command Financial Services
Texas
$148K +$1.2K +40 +0.7%
HR
1133
Howe & Rusling
New York
$148K +$35.6K +1,190 +27%
CAPTRUST Financial Advisors
1134
CAPTRUST Financial Advisors
North Carolina
$148K +$66.1K +2,210 +67%
SAS
1135
Stelac Advisory Services
New York
$147K -$2.07M -69,200 -93%
EFSCE
1136
Enterprise Financial Services Corp (EFSC)
Missouri
$145K -$15.3K -510 -9%
ME
1137
McIlrath & Eck
Washington
$145K +$18K +600 +12%
DSC
1138
Duncker Streett & Co
Missouri
$142K -$89.8K -3,000 -36%
FPFS
1139
First Personal Financial Services
North Carolina
$139K +$13.2K +440 +9%
FFW
1140
Fusion Family Wealth
New York
$138K +$42.5K +1,420 +38%
AWM
1141
Avior Wealth Management
Nebraska
$135K – – –
PFBT
1142
Parkside Financial Bank & Trust
Missouri
$135K +$18.3K +610 +14%
CAM
1143
Cresset Asset Management
Illinois
$133K +$149K +4,980 New
CAM
1144
Columbia Asset Management
Michigan
$130K +$16.8K +560 +13%
BBHC
1145
Brown Brothers Harriman & Co
New York
$128K +$54.8K +1,830 +62%
WIM
1146
Westside Investment Management
California
$128K +$23.9K +800 +24%
OAJ
1147
Ogorek Anthony Joseph
New York
$126K – – –
DWM
1148
Destination Wealth Management
California
$122K +$7.78K +260 +6%
BBA
1149
Braun-Bostich & Associates
Pennsylvania
$121K – – –
SIAP
1150
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$116K +$35.9K +1,200 +38%