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Name Holding Trade Value Shares
Change
Change in
Stake
UOTTAIMCU
1551
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$15K +$15.3K +205 New
GWS
1552
Glassman Wealth Services
Virginia
$14K -$11.4K -153 -45%
CJA
1553
C-J Advisory
California
$14K – – –
PWM
1554
PRW Wealth Management
Massachusetts
$14K +$14.1K +189 New
CWM
1555
Cedar Wealth Management
California
$13K – – –
HWM
1556
Holloway Wealth Management
Florida
$13K – – –
HWA
1557
Heritage Wealth Advisors
Virginia
$11K – – –
NSG
1558
Nalls Sherbakoff Group
Tennessee
$11K +$11.5K +154 New
KLWA
1559
Kelly Lawrence W & Associates
California
$9K – – –
CAGAS
1560
Capital Advisory Group Advisory Services
Minnesota
$8K -$9.05K -121 -53%
AP
1561
Atwood & Palmer
Missouri
$8K – – –
CAL
1562
Capital Analysts LLC
Pennsylvania
$8K – – –
SFA
1563
Semmax Financial Advisors
North Carolina
$8K +$8.01K +107 New
C
1564
Cerebellum
California
$7K -$153K -2,049 -95%
JWA
1565
JFS Wealth Advisors
Pennsylvania
$7K -$11.7K -157 -64%
SIAG
1566
Signet Investment Advisory Group
Rhode Island
$7K +$7.48K +100 New
SC
1567
Sawyer & Company
Massachusetts
$5K – – –
TIM
1568
Tortoise Investment Management
New York
$5K – – –
HCM
1569
Hilton Capital Management
New York
$4K -$66.1K -883 -95%
CFD
1570
Creative Financial Designs
Indiana
$4K -$3.59K -48 -49%
SWP
1571
Strategic Wealth Partners
Ohio
$4K +$224 +3 +7%
THWM
1572
Taylor Hoffman Wealth Management
Virginia
$4K +$524 +7 +17%
AF
1573
Allworth Financial
California
$3K – – –
RBC
1574
Roble Belko & Company
Pennsylvania
$3K – – –
SCA
1575
Stuart Chaussee & Associates
California
$3K – – –