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Name Holding Trade Value Shares
Change
Change in
Stake
AF
601
Arrow Financial
New York
$179K -$5.25K -80 -3%
FRA
602
Front Row Advisors
California
$167K – – –
AF
603
Allworth Financial
California
$166K – – –
LWM
604
Liberty Wealth Management
California
$157K +$96.7K +1,474 +183%
MF
605
MHI Funds
New York
$153K -$15.6K -238 -10%
CFA
606
Carroll Financial Associates
North Carolina
$146K -$38K -580 -21%
TCM
607
Tradewinds Capital Management
Washington
$145K – – –
HWA
608
Heritage Wealth Advisors
Virginia
$141K – – –
HPC
609
HM Payson & Co
Maine
$139K +$133K +2,024 New
TC
610
Truvestments Capital
Florida
$138K – – –
RWA
611
Ropes Wealth Advisors
Massachusetts
$137K -$51.2K -780 -28%
RCAG
612
Rehmann Capital Advisory Group
Michigan
$135K -$918 -14 -0.7%
AOWM
613
Alpha Omega Wealth Management
Virginia
$133K – – –
TWA
614
TCI Wealth Advisors
Arizona
$131K – – –
TSW
615
Thompson Siegel & Walmsley
Virginia
$131K – – –
PCFFS
616
Pacific Center for Financial Services
California
$126K – – –
FQ
617
First Quadrant
California
$124K – – –
BCA
618
Berman Capital Advisors
Georgia
$124K +$1.18K +18 +1%
POIA
619
Pin Oak Investment Advisors
Texas
$123K +$9.18K +140 +9%
PMFA
620
Plante Moran Financial Advisors
Michigan
$118K – – –
ZB
621
Zions Bancorporation
Utah
$115K -$23.5K -358 -18%
ONST
622
Old North State Trust
North Carolina
$114K – – –
ME
623
McIlrath & Eck
Washington
$111K – – –
CPA
624
Cowen Prime Advisors
New York
$110K – – –
GLI
625
Guardian Life Insurance
New York
$109K – – –