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Name Holding Trade Value Shares
Change
Change in
Stake
VEA
2126
Virtus ETF Advisers
New York
$12K +$12.2K +146 New
SFG
2127
Sowa Financial Group
Rhode Island
$10K – – –
CA
2128
Crewe Advisors
Utah
$8K -$3.34K -40 -29%
DWA
2129
Dougherty Wealth Advisers
Minnesota
$8K – – –
HWM
2130
Holloway Wealth Management
Florida
$8K – – –
IWP
2131
IAG Wealth Partners
Wisconsin
$8K – – –
AW
2132
Avion Wealth
Texas
$8K +$8.26K +99 New
BII
2133
Bainco International Investors
Massachusetts
$8K +$8.26K +99 New
FA
2134
Financial Advantage
Maryland
$7K – – –
WLPWM
2135
Walled Lake Planning & Wealth Management
Illinois
$6K +$3.34K +40 +95%
LWA
2136
Lenox Wealth Advisors
New York
$4K -$49.7K -596 -92%
WAS
2137
Winch Advisory Services
Wisconsin
$4K – – –
MFT
2138
Moisand Fitzgerald Tamayo
Florida
$3K – – –
AA
2139
AlphaMark Advisors
Kentucky
$3K +$3.09K +37 New
AP
2140
Arlington Partners
Alabama
$3K +$3.42K +41 New
FA
2141
Forefront Analytics
Pennsylvania
$2.76K +$2.92K +35 New
GG
2142
Gleason Group
Kentucky
$2K – – –
GC
2143
Globeflex Capital
California
$2K – – –
TFA
2144
Transamerica Financial Advisors
Florida
$2K +$83 +1 +8%
WAMC
2145
Western Asset Management Company
California
$2K +$1.42K +17 New
PW
2146
Price Wealth
Texas
$1K -$334 -4 -18%
WIM
2147
Westside Investment Management
California
$226 +$239K +2,867 New
CSIA
2148
Charles Schwab Investment Advisory
California
– -$311M -3,582,479 Closed
O
2149
OrbiMed
New York
– -$62.1M -715,100 Closed
Marshall Wace
2150
Marshall Wace
United Kingdom
– -$37.3M -428,876 Closed