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Name Holding Trade Value Shares
Change
Change in
Stake
PB
126
Pinnacle Bancorp
Nebraska
$3K – – –
SWM
127
Sugarloaf Wealth Management
Georgia
$3K – – –
FRA
128
Front Row Advisors
California
$3K +$1.64K +44 +116%
LWM
129
Lenox Wealth Management
Ohio
$2K -$74 -2 -4%
BWL
130
Bogart Wealth LLC
Virginia
$2K – – –
OPS
131
Orion Portfolio Solutions
Nebraska
$2K – – –
AssetMark Inc
132
AssetMark Inc
California
$2K +$409 +11 +33%
EW
133
Evoke Wealth
California
$2K +$1.26K +34 +378%
GWS
134
Glassman Wealth Services
Virginia
$2K +$1.71K +46 New
BFEC
135
Benjamin F. Edwards & Company
Missouri
$2K +$1.93K +52 New
SL
136
Savior LLC
Massachusetts
$1K -$446 -12 -32%
PCG
137
Private Capital Group
Connecticut
$1K – – –
SIC
138
Salem Investment Counselors
North Carolina
$1K – – –
SC
139
Sawyer & Company
Massachusetts
$1K – – –
WT
140
Whittier Trust
California
$1K – – –
PFGIA
141
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.19K +32 New
RWM
142
Raffa Wealth Management
District of Columbia
$509 +$186 +5 +63%
TPCW
143
TD Private Client Wealth
New York
$235 +$223 +6 New
First Trust Advisors
144
First Trust Advisors
Illinois
– -$40M -1,183,603 Closed
Invesco
145
Invesco
Georgia
– -$10.5M -310,439 Closed
TBC
146
Tweedy, Browne Co
Connecticut
– -$5.78M -171,217 Closed
PMG
147
ProVise Management Group
Florida
– -$4.18M -123,778 Closed
Kayne Anderson Rudnick Investment Management
148
Kayne Anderson Rudnick Investment Management
California
– -$3.38M -100,056 Closed
Massachusetts Financial Services
149
Massachusetts Financial Services
Massachusetts
– -$1.93M -57,057 Closed
NAM
150
NorthCoast Asset Management
Connecticut
– -$1.03M -30,340 Closed