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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1726
Poehling Capital Management
Wisconsin
$56K +$9.04K +150 +19%
MWM
1727
Mascoma Wealth Management
New Hampshire
$56K +$9.64K +160 +21%
CIM
1728
Contravisory Investment Management
Massachusetts
$55K
LWA
1729
Lenox Wealth Advisors
New York
$55K +$52.1K +864 +1,440%
CFD
1730
Creative Financial Designs
Indiana
$54K +$30.1K +500 +125%
AWM
1731
AllSquare Wealth Management
New York
$51K
EARNEST Partners
1732
EARNEST Partners
Georgia
$51K
PFO
1733
Pathstone Family Office
New Jersey
$50K +$25.1K +417 +98%
FMP
1734
Financial Management Professionals
Texas
$47K +$47K +780 New
TIM
1735
Tortoise Investment Management
New York
$45K -$6.03K -100 -12%
OBWP
1736
O'Brien Wealth Partners
Massachusetts
$44K +$44.2K +734 New
EWM
1737
Endurance Wealth Management
Rhode Island
$42K
PFGIA
1738
Patriot Financial Group Insurance Agency
Massachusetts
$41K -$241 -4 -0.6%
WWMSC
1739
Wagner Wealth Management (South Carolina)
South Carolina
$40K +$4.16K +69 +12%
NPP
1740
New Potomac Partners
Maryland
$39K -$3.01K -50 -7%
LIM
1741
Lagoda Investment Management
New York
$38K
PWAG
1742
Polaris Wealth Advisory Group
California
$37K +$37.4K +620 New
ACM
1743
Armbruster Capital Management
New York
$36K -$4.46K -74 -11%
FCMT
1744
Founders Capital Management (Texas)
Texas
$36K
WC
1745
Whitney & Co
New York
$36K +$36.3K +602 New
Parallax Volatility Advisers
1746
Parallax Volatility Advisers
California
$35K -$6.91M -114,692 -99%
CWM
1747
Cranbrook Wealth Management
Michigan
$35K
SWMG
1748
Signature Wealth Management Group
Georgia
$35K
HI
1749
Hudock Inc
Pennsylvania
$35K +$121 +2 +0.3%
RCG
1750
Ruggie Capital Group
Florida
$35K +$121 +2 +0.3%