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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1876
Perennial Advisors
New York
$70K
QCIG
1877
Quad-Cities Investment Group
Iowa
$70K +$70 +1 +0.1%
MWM
1878
Mascoma Wealth Management
New Hampshire
$68K
PCP
1879
Proficio Capital Partners
Massachusetts
$63K -$703 -10 -1%
EARNEST Partners
1880
EARNEST Partners
Georgia
$62K
PGWM
1881
Parisi Gray Wealth Management
New Jersey
$62K +$3.02K +43 +5%
KCM
1882
Karp Capital Management
California
$62K +$60.3K +858 New
KL
1883
KWMG LLC
Kansas
$60K
BBA
1884
Braun-Bostich & Associates
Pennsylvania
$58K
EWA
1885
ERTS Wealth Advisors
Michigan
$58K +$56.2K +800 New
RCG
1886
Ruggie Capital Group
Florida
$57K +$13.8K +197 +33%
SIAG
1887
Signet Investment Advisory Group
Rhode Island
$57K +$55.5K +790 New
FMP
1888
Financial Management Professionals
Texas
$56K
TIM
1889
Tortoise Investment Management
New York
$55K
LYV
1890
Live Your Vision
Pennsylvania
$54K
CAM
1891
Close Asset Management
United Kingdom
$52K -$266K -3,786 -86%
EWM
1892
Endurance Wealth Management
Rhode Island
$51K
BAM
1893
Bruderman Asset Management
New York
$48K +$46.2K +658 +65,800%
HCC
1894
Hirtle Callaghan & Co
Pennsylvania
$47K +$45.3K +645 New
PWMG
1895
Prestige Wealth Management Group
New Jersey
$47K +$45.5K +647 New
EI
1896
Ellevest Inc
New York
$47K +$45.7K +650 New
LIM
1897
Lagoda Investment Management
New York
$46K
LWM
1898
Lenox Wealth Management
Ohio
$46K +$7.1K +101 +19%
AWM
1899
AllSquare Wealth Management
New York
$44K -$35.1K -500 -45%
FCMT
1900
Founders Capital Management (Texas)
Texas
$43K