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Name Holding Trade Value Shares
Change
Change in
Stake
CT
426
Clearstead Trust
Maine
$29K – – –
GWS
427
Glassman Wealth Services
Virginia
$29K +$570 +8 +2%
NSIM
428
North Star Investment Management
Illinois
$27K +$712 +10 +3%
WWM
429
Wolff Wiese Magana
California
$27K +$2.35K +33 +9%
FWM
430
FFT Wealth Management
Pennsylvania
$26K +$26.4K +370 New
CFN
431
Cordasco Financial Network
Florida
$24K – – –
JWM
432
Janiczek Wealth Management
Colorado
$23K -$356 -5 -1%
OIA
433
Optimum Investment Advisors
Illinois
$22K -$8.05K -113 -27%
CI
434
CX Institutional
Indiana
$22K – – –
IFAM
435
Institutional & Family Asset Management
Colorado
$21K +$5.34K +75 +32%
FCA
436
FinTrust Capital Advisors
South Carolina
$20K -$2.14K -30 -9%
Lazard Asset Management
437
Lazard Asset Management
New York
$20K +$9.26K +130 +80%
AWM
438
AllSquare Wealth Management
New York
$19K – – –
FNBOSM
439
First National Bank of South Miami
Florida
$19K – – –
KFS
440
Kelly Financial Services
Massachusetts
$18.4K – – –
CB
441
CNB Bank
Pennsylvania
$18K -$1.43K -20 -7%
ARMC
442
American Research & Management Company
Massachusetts
$18K – – –
HCP
443
Hexagon Capital Partners
Arkansas
$18K – – –
KFI
444
Key Financial Inc
Pennsylvania
$18K – – –
HC
445
Hoese & Co
Minnesota
$18K +$11.8K +165 +183%
HPC
446
HM Payson & Co
Maine
$17K -$20.9K -294 -54%
SC
447
Sierra Capital
Florida
$17K -$1.21K -17 -7%
BMD
448
Better Money Decisions
New Mexico
$17K – – –
MPWT
449
MassMutual Private Wealth & Trust
Connecticut
$17K +$4.06K +57 +30%
AIM
450
Anchor Investment Management
South Carolina
$16.9K -$34.5K -485 -67%