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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
1726
Bay Colony Advisors
Massachusetts
$68K +$67.4K +1,111 New
AWM
1727
AllSquare Wealth Management
New York
$67K +$15.3K +253 +30%
PA
1728
Perennial Advisors
New York
$64K
PCM
1729
Poehling Capital Management
Wisconsin
$63K +$6.06K +100 +11%
FAM
1730
Fred Alger Management
New York
$62K -$1.25M -20,686 -95%
BAM
1731
Bruderman Asset Management
New York
$62K
TVWM
1732
Tower View Wealth Management
Wisconsin
$61K -$13.4K -221 -18%
KPCM
1733
Kings Point Capital Management
New York
$60K
IP
1734
Intellectus Partners
California
$58K
PCP
1735
Proficio Capital Partners
Massachusetts
$58K
QCIG
1736
Quad-Cities Investment Group
Iowa
$58K +$58.4K +963 New
MWM
1737
Mascoma Wealth Management
New Hampshire
$57K
LA
1738
Legacy Advisors
Pennsylvania
$56K +$33.7K +556 +153%
1832 Asset Management
1739
1832 Asset Management
Ontario, Canada
$52K -$7.63M -125,820 -99%
EARNEST Partners
1740
EARNEST Partners
Georgia
$52K
KL
1741
KWMG LLC
Kansas
$51K +$50.3K +829 New
CAW
1742
Cornerstone Advisors (Washington)
Washington
$49K +$22K +363 +81%
LYV
1743
Live Your Vision
Pennsylvania
$49K +$42.4K +700 +843%
FMP
1744
Financial Management Professionals
Texas
$48K
TIM
1745
Tortoise Investment Management
New York
$46K
PW
1746
Price Wealth
Texas
$46K +$46K +759 New
LWA
1747
Lenox Wealth Advisors
New York
$45K -$10.9K -179 -19%
WWMSC
1748
Wagner Wealth Management (South Carolina)
South Carolina
$45K +$4.24K +70 +11%
CI
1749
CX Institutional
Indiana
$44K +$43.4K +716 New
EWM
1750
Endurance Wealth Management
Rhode Island
$43K