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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1151
AllSquare Wealth Management
New York
$168K +$158K +2,800 +725%
PO
1152
Private Ocean
California
$161K +$56.5K +1,000 +49%
WOC
1153
West Oak Capital
California
$156K +$80.4K +1,425 +92%
AIM
1154
Anchor Investment Management
South Carolina
$153K -$5.08K -90 -3%
HCC
1155
Hirtle Callaghan & Co
Pennsylvania
$146K +$5.64K +100 +4%
NCM
1156
Nelson Capital Management
California
$146K +$71.1K +1,260 +83%
ACM
1157
Argentus Capital Management
Texas
$145K +$18.6K +329 +14%
OC
1158
Oakworth Capital
Alabama
$143K – – –
Carson Wealth (CWM LLC)
1159
Carson Wealth (CWM LLC)
Nebraska
$139K +$22.8K +404 +18%
BHB
1160
Bank Hapoalim BM
Israel
$137K +$147K +2,600 New
RA
1161
Rational Advisors
New York
$130K -$552K -9,779 -80%
SBA
1162
Seven Bridges Advisors
New York
$130K -$14.8K -263 -10%
MWP
1163
MYCIO Wealth Partners
Pennsylvania
$128K -$3.16K -56 -2%
WP
1164
WealthPLAN Partners
Nebraska
$126K -$69.1K -1,224 -34%
JFA
1165
JNBA Financial Advisors
Minnesota
$126K -$216K -3,820 -61%
CFG
1166
CKW Financial Group
Hawaii
$126K – – –
S
1167
SignatureFD
Georgia
$126K +$24.1K +427 +22%
LWM
1168
Lenox Wealth Management
Ohio
$121K -$3.39K -60 -3%
SWA
1169
Sutton Wealth Advisors
Florida
$120K – – –
FPFS
1170
First Personal Financial Services
North Carolina
$119K – – –
DOA
1171
D'Orazio & Associates
Virginia
$115K – – –
AIS
1172
Accurate Investment Solutions
Pennsylvania
$106K +$282 +5 +0.2%
FMA
1173
FNY Managed Accounts
New York
$105K +$113K +2,000 New
CM
1174
Castleark Management
Illinois
$105K -$18.4M -326,390 -99%
HCM
1175
Highlander Capital Management
New Jersey
$105K – – –