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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1176
Destination Wealth Management
California
$69K -$57.6K -713 -47%
SIAS
1177
Shine Investment Advisory Services
Colorado
$68K – – –
OC
1178
Oakworth Capital
Alabama
$68K +$2.75K +34 +5%
TA
1179
TCG Advisors
Texas
$66K +$4.69K +58 +8%
PMFA
1180
Plante Moran Financial Advisors
Michigan
$65K – – –
TCM
1181
Tradewinds Capital Management
Washington
$65K – – –
PCM
1182
Princeton Capital Management
New Jersey
$61K – – –
DWA
1183
Dougherty Wealth Advisers
Minnesota
$61K +$40.4K +500 +250%
M
1184
MOTCO
Texas
$60K +$10.7K +133 +24%
PO
1185
Private Ocean
California
$56K – – –
LC
1186
Lindbrook Capital
California
$56K +$12.3K +152 +31%
CBT
1187
Capital Bank & Trust
California
$55K +$38.8K +480 +310%
LWM
1188
Lenox Wealth Management
Ohio
$53K -$19.6K -243 -28%
HWA
1189
Heritage Wealth Advisors
Virginia
$52.7K – – –
SHJ
1190
Sharkey, Howes & Javer
Colorado
$52K – – –
VNA
1191
Valley National Advisers
Pennsylvania
$49K -$5.5K -68 -11%
NCM
1192
New Capital Management
Texas
$49K +$242 +3 +0.5%
TCM
1193
TD Capital Management
Tennessee
$48K – – –
CAL
1194
Capital Advisors Ltd
Ohio
$47K – – –
GAM
1195
Gemmer Asset Management
California
$46K – – –
SWP
1196
Strategic Wealth Partners
Ohio
$45K +$42.4K +525 New
TFGT
1197
TS Financial Group (TSFG)
Illinois
$44K -$5.41K -67 -12%
TFS
1198
TrustCore Financial Services
Tennessee
$43K -$2.26K -28 -5%
EAM
1199
Eukles Asset Management
Ohio
$43K – – –
AIC
1200
Archer Investment Corporation
Indiana
$39K – – –