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Name Holding Trade Value Shares
Change
Change in
Stake
ST
2151
Sageworth Trust
Pennsylvania
$169K -$11.2K -840 -6%
GI
2152
Gradient Investments
Minnesota
$169K
LWM
2153
Liberty Wealth Management
California
$169K +$22K +1,640 +15%
CTC (Chicago Trading Company)
2154
CTC (Chicago Trading Company)
Illinois
$161K +$165K +12,360 New
BCM
2155
Birch Capital Management
Texas
$157K
SIAG
2156
Signet Investment Advisory Group
Rhode Island
$157K +$161K +12,000 New
FHC
2157
First Horizon Corporation
Tennessee
$156K -$9.1K -680 -5%
CHA
2158
Carmichael Hill & Associates
Maryland
$156K +$11.8K +880 +8%
JPLA
2159
Joseph P. Lucia & Associates
New York
$156K +$160K +11,920 New
BFC
2160
Bedel Financial Consulting
Indiana
$152K
HWA
2161
HHM Wealth Advisors
Tennessee
$152K
ME
2162
McIlrath & Eck
Washington
$151K +$16.6K +1,240 +12%
SWP
2163
ShoreHaven Wealth Partners
New Jersey
$151K +$154K +11,520 New
CB
2164
Community Bank
New York
$149K
LWANC
2165
Laurel Wealth Advisors (North Carolina)
North Carolina
$149K
JFGIW
2166
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$149K +$45.5K +3,400 +43%
ACA
2167
Atlas Capital Advisors
Wyoming
$148K +$152K +11,320 New
EARNEST Partners
2168
EARNEST Partners
Georgia
$146K
Jones Financial Companies
2169
Jones Financial Companies
Missouri
$143K +$146K +10,920 New
PS
2170
Planned Solutions
California
$138K +$72.3K +5,400 +105%
HFA
2171
Hoover Financial Advisors
Pennsylvania
$136K +$138K +10,320 New
WPA
2172
West Paces Advisors
Georgia
$134K
OIM
2173
Oder Investment Management
California
$128K +$131K +9,800 New
EC
2174
Estate Counselors
Wisconsin
$127K -$629K -46,960 -83%
CIR
2175
Clear Investment Research
Georgia
$126K +$45.5K +3,400 +54%