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Name Holding Trade Value Shares
Change
Change in
Stake
LA
1501
Legacy Advisors
Pennsylvania
$37K +$38.7K +257 New
AIM
1502
Arcadia Investment Management
Michigan
$36K -$2.56K -17 -6%
HTHT
1503
Hemenway Trust Hemenway Trust
New Hampshire
$32K +$33.4K +222 New
TFO
1504
Tarbox Family Office
California
$31K +$151 +1 +0.5%
GRP
1505
Global Retirement Partners
California
$30K +$30.7K +204 New
EWM
1506
Edge Wealth Management
New York
$29K
CWM
1507
Cranbrook Wealth Management
Michigan
$29K +$15.1K +100 +100%
AWM
1508
AllSquare Wealth Management
New York
$26K
LBG
1509
Lloyds Banking Group
United Kingdom
$26K
PHK
1510
Point72 Hong Kong
Hong Kong
$25K +$10.7K +71 +71%
TDC
1511
Thompson Davis & Co
Virginia
$24K
PSC
1512
Prentiss Smith & Co
Vermont
$22K
MAM
1513
Magellan Asset Management
Australia
$22K +$22.3K +148 New
CWM
1514
Catamount Wealth Management
Connecticut
$20K +$17K +113 +514%
IWC
1515
Integrated Wealth Counsel
California
$19K
GWS
1516
Glassman Wealth Services
Virginia
$18K +$18.8K +125 New
CFG
1517
CKW Financial Group
Hawaii
$15K
DRS
1518
Deane Retirement Strategies
Louisiana
$15K
DSN
1519
D. Scott Neal
Kentucky
$15K +$15.1K +100 New
LF
1520
Lee Financial
Texas
$15K +$15.1K +100 New
SIM
1521
Sonora Investment Management
Arizona
$14.6K +$15.1K +100 New
LS
1522
Livforsakringsbolaget Skandia
Sweden
$13.6K +$8.98M +59,649 +178%
MSFP
1523
Mark Sheptoff Financial Planning
Connecticut
$13K -$60.2K -400 -82%
DPA
1524
Delphi Private Advisors
California
$13K -$4.37K -29 -25%
PCFFS
1525
Pacific Center for Financial Services
California
$12K +$12K +80 New