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NOV
NOV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
526
Mercer Capital Advisers
New Jersey
$30K – – –
RFA
527
Reilly Financial Advisors
California
$29K – – –
SFM
528
Signet Financial Management
New Jersey
$29K – – –
FC
529
Ferris Capital
Massachusetts
$27K -$2.64K -59 -9%
FA
530
Fortis Advisors
Pennsylvania
$26K – – –
IFAM
531
Institutional & Family Asset Management
Colorado
$25K – – –
SMFS
532
Squar Milner Financial Services
California
$24K -$8.95K -200 -27%
NFG
533
Next Financial Group
Texas
$24K +$24.5K +547 New
WIM
534
Westside Investment Management
California
$22.8K -$45 -1 -0.2%
NCM
535
Nelson Capital Management
California
$22K -$13.4K -300 -38%
TL
536
TrueWealth LLC
Georgia
$21K – – –
SPIA
537
Steward Partners Investment Advisory
New York
$20K -$18.8K -421 -48%
VCM
538
Versant Capital Management
Arizona
$19K – – –
OC
539
Oakworth Capital
Alabama
$18K – – –
SIAS
540
Shine Investment Advisory Services
Colorado
$18K – – –
PGWM
541
Parisi Gray Wealth Management
New Jersey
$18K +$18.6K +417 New
LNB
542
Ledyard National Bank
$17K -$3.35K -75 -16%
AWM
543
Aevitas Wealth Management
Massachusetts
$17K – – –
JA
544
JOYN Advisors
Georgia
$17K +$5.01K +112 +40%
FGAM
545
Financial Gravity Asset Management
Texas
$17K +$21K +470 New
AA
546
Ancora Advisors
Ohio
$16K +$16.1K +361 New
MRCM
547
M&R Capital Management
New Jersey
$15K -$2.24K -50 -12%
CFA
548
Carroll Financial Associates
North Carolina
$15K – – –
LJHT
549
Laurie J. Hall Trustee
$15K – – –
MPWT
550
MassMutual Private Wealth & Trust
Connecticut
$14.2K +$8.95K +200 +154%
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