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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
601
Liberty Wealth Management
California
$157K +$96.7K +1,474 +183%
MF
602
MHI Funds
New York
$153K -$15.6K -238 -10%
CFA
603
Carroll Financial Associates
North Carolina
$146K -$38K -580 -21%
TCM
604
Tradewinds Capital Management
Washington
$145K
HWA
605
Heritage Wealth Advisors
Virginia
$141K
HPC
606
HM Payson & Co
Maine
$139K +$133K +2,024 New
TC
607
Truvestments Capital
Florida
$138K
RWA
608
Ropes Wealth Advisors
Massachusetts
$137K -$51.2K -780 -28%
RCAG
609
Rehmann Capital Advisory Group
Michigan
$135K -$918 -14 -0.7%
AOWM
610
Alpha Omega Wealth Management
Virginia
$133K
TWA
611
TCI Wealth Advisors
Arizona
$131K
TSW
612
Thompson Siegel & Walmsley
Virginia
$131K
PCFFS
613
Pacific Center for Financial Services
California
$126K
FQ
614
First Quadrant
California
$124K
BCA
615
Berman Capital Advisors
Georgia
$124K +$1.18K +18 +1%
POIA
616
Pin Oak Investment Advisors
Texas
$123K +$9.18K +140 +9%
PMFA
617
Plante Moran Financial Advisors
Michigan
$118K
ZB
618
Zions Bancorporation
Utah
$115K -$23.5K -358 -18%
ONST
619
Old North State Trust
North Carolina
$114K
ME
620
McIlrath & Eck
Washington
$111K
CPA
621
Cowen Prime Advisors
New York
$110K
GLI
622
Guardian Life Insurance
New York
$109K
CAW
623
Cornerstone Advisors (Washington)
Washington
$109K +$8.13K +124 +8%
FANJ
624
Financial Architects (New Jersey)
New Jersey
$108K -$58K -884 -36%
SMFS
625
Squar Milner Financial Services
California
$108K