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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1326
AllSquare Wealth Management
New York
$49K +$42.2K +175 +438%
CIM
1327
Contravisory Investment Management
Massachusetts
$46K +$30.4K +126 +159%
WOC
1328
West Oak Capital
California
$45.2K
WPA
1329
West Paces Advisors
Georgia
$45.2K
CFG
1330
CKW Financial Group
Hawaii
$45K
CA
1331
Crewe Advisors
Utah
$45K
1IA
1332
1834 Investment Advisors
Wisconsin
$45K +$48.3K +200 New
VEA
1333
Virtus ETF Advisers
New York
$44K -$12.8K -53 -22%
CHC
1334
City Holding Co
West Virginia
$44K
FMII
1335
Farmers & Merchants Investments Inc
Nebraska
$43K
CA
1336
Claro Advisors
Massachusetts
$43K +$38.4K +159 New
CFA
1337
Clarfeld Financial Advisors
New York
$42K +$45.1K +187 New
IWA
1338
Intercontinental Wealth Advisors
Texas
$41K +$43.5K +180 New
KL
1339
KWMG LLC
Kansas
$40K -$27.3K -113 -39%
LWA
1340
Lenox Wealth Advisors
New York
$40K
PW
1341
Price Wealth
Texas
$40K
AP
1342
Atwood & Palmer
Missouri
$34K
NSG
1343
Nalls Sherbakoff Group
Tennessee
$34K +$36.2K +150 New
SAM
1344
Shamrock Asset Management
Texas
$33K
RCG
1345
Ruggie Capital Group
Florida
$33K +$35K +145 New
AIA
1346
Alera Investment Advisors
Illinois
$32K +$33.8K +140 New
BC
1347
Barnett & Company
Tennessee
$32K +$34.5K +143 New
LWM
1348
Liberty Wealth Management
California
$30K +$32.1K +133 New
UOTTAIMCU
1349
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$30K +$32.3K +134 New
KPCM
1350
Kings Point Capital Management
New York
$28K