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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
576
Carroll Financial Associates
North Carolina
$171K +$148K +2,518 +1,259%
ARMC
577
American Research & Management Company
Massachusetts
$171K +$160K +2,724 New
AF
578
Arrow Financial
New York
$169K – – –
PO
579
Private Ocean
California
$166K +$156K +2,642 New
KPW
580
Kore Private Wealth
New York
$159K – – –
MF
581
MHI Funds
New York
$155K +$3.65K +62 +3%
FANJ
582
Financial Architects (New Jersey)
New Jersey
$155K +$5.66K +96 +4%
FRA
583
Front Row Advisors
California
$154K – – –
Capstone Investment Advisors
584
Capstone Investment Advisors
New York
$153K +$35.8K +608 +33%
AF
585
Allworth Financial
California
$152K +$81.2K +1,378 +132%
ARMT
586
Amica Retiree Medical Trust
Rhode Island
$151K – – –
WAM
587
Wealthspire Advisors (Maryland)
Maryland
$143K -$707 -12 -0.5%
LC
588
Lindbrook Capital
California
$142K +$6.01K +102 +5%
JG
589
Jefferies Group
New York
$137K -$2.82M -47,850 -96%
TCM
590
Tradewinds Capital Management
Washington
$133K – – –
HWA
591
Heritage Wealth Advisors
Virginia
$129K – – –
ZB
592
Zions Bancorporation
Utah
$129K +$120K +2,038 New
TC
593
Truvestments Capital
Florida
$126K +$118K +2,008 New
RCAG
594
Rehmann Capital Advisory Group
Michigan
$124K +$71.5K +1,214 +159%
VFA
595
Valeo Financial Advisors
Indiana
$124K – – –
AOWM
596
Alpha Omega Wealth Management
Virginia
$122K – – –
TWA
597
TCI Wealth Advisors
Arizona
$120K -$353 -6 -0.3%
TSW
598
Thompson Siegel & Walmsley
Virginia
$120K – – –
PCFFS
599
Pacific Center for Financial Services
California
$116K – – –
CAM
600
Columbia Asset Management
Michigan
$114K -$192K -3,254 -64%