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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1451
Endurance Wealth Management
Rhode Island
$33K – – –
LWA
1452
Lenox Wealth Advisors
New York
$31K – – –
JIC
1453
Joel Isaacson & Co
New York
$29K -$12.4K -290 -30%
NC
1454
NewSquare Capital
Pennsylvania
$29K +$5.01K +117 +20%
HWP
1455
Hefty Wealth Partners
Indiana
$29K +$26.4K +616 +700%
LIM
1456
Lagoda Investment Management
New York
$27K – – –
KLI
1457
Kelman-Lazarov Inc
Tennessee
$25.3K – – –
JWA
1458
JFS Wealth Advisors
Pennsylvania
$25K -$249K -5,800 -91%
BKA
1459
Brick & Kyle Associates
Pennsylvania
$25K – – –
CWM
1460
Cranbrook Wealth Management
Michigan
$25K +$24.9K +580 New
AOWM
1461
Alpha Omega Wealth Management
Virginia
$24K – – –
HI
1462
Hudock Inc
Pennsylvania
$24K +$129 +3 +0.5%
RCG
1463
Ruggie Capital Group
Florida
$24K +$129 +3 +0.5%
JSAM
1464
J. Safra Asset Management
New York
$23K – – –
BBPWM
1465
Blue Bell Private Wealth Management
Pennsylvania
$22K – – –
TCCM
1466
Timber Creek Capital Management
Massachusetts
$22K +$17.1K +400 +320%
PCTC
1467
Perkins Coie Trust Company
Washington
$20K – – –
PFO
1468
Pathstone Family Office
New Jersey
$18K – – –
PFG
1469
Piershale Financial Group
Illinois
$16K +$86 +2 +0.5%
CAW
1470
Cornerstone Advisors (Washington)
Washington
$15K – – –
MCA
1471
Mercer Capital Advisers
New Jersey
$15K – – –
AIM
1472
Acrospire Investment Management
Illinois
$13K – – –
MIM
1473
Macroview Investment Management
Maryland
$13K +$43 +1 +0.3%
RFWA
1474
RPg Family Wealth Advisory
Massachusetts
$12.8K -$18K -420 -58%
CFA
1475
Camarda Financial Advisors
Florida
$12K – – –