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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
351
Valley Wealth Managers
New Jersey
$17K
SWM
352
Sugarloaf Wealth Management
Georgia
$16K -$54K -200 -76%
SSB
353
Sandy Spring Bank
Maryland
$14K
KA
354
Kozak & Associates
Colorado
$13K
HWMA
355
Heritage Wealth Management (Arizona)
Arizona
$12K -$7.56K -28 -37%
PAI
356
Pittenger & Anderson Inc
Nebraska
$12K
PVH
357
Psagot Value Holdings
Israel
$12K
TWM
358
Tradition Wealth Management
Minnesota
$12K
Nomura Asset Management
359
Nomura Asset Management
Japan
$11.1K
FHA
360
First Horizon Advisors
Tennessee
$11K
CWAF
361
Core Wealth Advisors (Florida)
Florida
$9K
HI
362
Harbour Investments
Wisconsin
$9K
ST
363
Sageworth Trust
Pennsylvania
$9K
JIR
364
James Investment Research
Ohio
$7K -$10.3K -38 -58%
GIA
365
GHP Investment Advisors
Colorado
$7K
TWA
366
TCI Wealth Advisors
Arizona
$7K +$270 +1 +4%
PA
367
Parallel Advisors
California
$7K +$3.78K +14 +88%
NSIM
368
North Star Investment Management
Illinois
$6K
WWM
369
Wolff Wiese Magana
California
$6K
TFS
370
TrustCore Financial Services
Tennessee
$5K
PA
371
PSI Advisors
Florida
$4K -$13.5K -50 -77%
HFM
372
Hartford Financial Management
Connecticut
$4K +$810 +3 +23%
LC
373
Lindbrook Capital
California
$4K +$810 +3 +21%
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
$4K +$2.97K +11 +157%
AWM
375
Activest Wealth Management
Florida
$3K