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Name Holding Trade Value Shares
Change
Change in
Stake
LIA
701
LS Investment Advisors
Michigan
$163K
RIA
702
Regal Investment Advisors
Michigan
$157K -$5.21K -240 -4%
SA
703
SRH Advisors
Kansas
$157K
BCA
704
Berman Capital Advisors
Georgia
$154K +$6.83K +315 +6%
MWP
705
Meridian Wealth Partners
Pennsylvania
$154K +$119K +5,505 New
CWP
706
CFM Wealth Partners
Texas
$153K +$96.6K +4,455 New
TL
707
TrueWealth LLC
Georgia
$152K -$8.79K -405 -7%
SFS
708
Sowell Financial Services
Arkansas
$152K +$2.28K +105 +2%
EWM
709
Edge Wealth Management
New York
$152K +$48.8K +2,250 +71%
TWA
710
TCI Wealth Advisors
Arizona
$149K +$976 +45 +0.9%
ATC
711
Adirondack Trust Company
New York
$149K +$21.1K +975 +40%
LC
712
Lindbrook Capital
California
$147K -$243K -11,220 -68%
OGC
713
Oak Grove Capital
New Hampshire
$142K +$111K +5,100 New
ClearBridge Investments
714
ClearBridge Investments
New York
$141K -$6.83K -315 -6%
O
715
Ossiam
France
$139K -$16.3K -750 -13%
MWP
716
MYCIO Wealth Partners
Pennsylvania
$139K +$108K +4,980 New
HI
717
Human Investing
Oregon
$138K
NG
718
NWK Group
California
$138K +$107K +4,950 New
PA
719
PSI Advisors
Florida
$137K +$107K +4,935 New
CFG
720
Citizens Financial Group
Rhode Island
$136K +$75.8K +3,495 +253%
FCA
721
FinTrust Capital Advisors
South Carolina
$135K -$195K -9,000 -65%
TFS
722
TrustCore Financial Services
Tennessee
$135K +$63.4K +2,925 +154%
IFAM
723
Institutional & Family Asset Management
Colorado
$128K
IAS
724
IMA Advisory Services
Colorado
$127K
HWM
725
Howard Wealth Management
Connecticut
$127K +$98.9K +4,560 New