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Name Holding Trade Value Shares
Change
Change in
Stake
PO
1501
Private Ocean
California
$49K
RA
1502
Rational Advisors
New York
$47K +$7.15K +111 +17%
PGWM
1503
Parisi Gray Wealth Management
New Jersey
$46K
TDC
1504
Thompson Davis & Co
Virginia
$46K
ICM
1505
IMS Capital Management
Oregon
$46K +$48.5K +753 New
PWAG
1506
Polaris Wealth Advisory Group
California
$45K +$47.5K +738 New
WPA
1507
West Paces Advisors
Georgia
$44.7K
BBA
1508
Braun-Bostich & Associates
Pennsylvania
$44K -$17.3K -269 -27%
CH
1509
Canton Hathaway
Rhode Island
$43K +$45.1K +700 New
ACM
1510
Arosa Capital Management
Florida
$43K +$45.5K +707 New
WCM
1511
Wealthcare Capital Management
Virginia
$42K
WAP
1512
Wealthcare Advisory Partners
Pennsylvania
$40K -$2.51K -39 -6%
BIMC
1513
Benson Investment Management Company
Virginia
$40K
DOA
1514
D'Orazio & Associates
Virginia
$40K
LWM
1515
Lenox Wealth Management
Ohio
$37K -$16K -249 -29%
GSC
1516
G&S Capital
Colorado
$37K
DWM
1517
Destination Wealth Management
California
$37K +$37K +575 +2,212%
FPFS
1518
First Personal Financial Services
North Carolina
$35K +$193 +3 +0.5%
CM
1519
Castleark Management
Illinois
$34K
GAM
1520
Gemmer Asset Management
California
$34K
MFBTD
1521
MB Financial Bank - Trust Department
Illinois
$33K +$4.83K +75 +16%
LF
1522
Lee Financial
Texas
$32K -$61.4K -954 -65%
NFG
1523
Next Financial Group
Texas
$32K +$34.1K +530 New
RCWMU
1524
Rothschild & Co Wealth Management (UK)
United Kingdom
$31K
WWMSC
1525
Wagner Wealth Management (South Carolina)
South Carolina
$31K +$32.3K +502 New