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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
1501
Florence Capital Advisors
New York
$44K +$452K +3,000 New
CPP
1502
Crow Point Partners
Massachusetts
$43K -$157K -1,045 -78%
GBBWRPM
1503
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$40K – – –
PCP
1504
Proficio Capital Partners
Massachusetts
$37K -$4.97K -33 -12%
LA
1505
Legacy Advisors
Pennsylvania
$37K +$38.7K +257 New
AIM
1506
Arcadia Investment Management
Michigan
$36K -$2.56K -17 -6%
HTHT
1507
Hemenway Trust Hemenway Trust
New Hampshire
$32K +$33.4K +222 New
TFO
1508
Tarbox Family Office
California
$31K +$151 +1 +0.5%
GRP
1509
Global Retirement Partners
California
$30K +$30.7K +204 New
EWM
1510
Edge Wealth Management
New York
$29K – – –
CWM
1511
Cranbrook Wealth Management
Michigan
$29K +$15.1K +100 +100%
AWM
1512
AllSquare Wealth Management
New York
$26K – – –
LBG
1513
Lloyds Banking Group
United Kingdom
$26K – – –
PHK
1514
Point72 Hong Kong
Hong Kong
$25K +$10.7K +71 +71%
TDC
1515
Thompson Davis & Co
Virginia
$24K – – –
PSC
1516
Prentiss Smith & Co
Vermont
$22K – – –
MAM
1517
Magellan Asset Management
Australia
$22K +$22.3K +148 New
CWM
1518
Catamount Wealth Management
Connecticut
$20K +$17K +113 +514%
IWC
1519
Integrated Wealth Counsel
California
$19K – – –
GWS
1520
Glassman Wealth Services
Virginia
$18K +$18.8K +125 New
CFG
1521
CKW Financial Group
Hawaii
$15K – – –
DRS
1522
Deane Retirement Strategies
Louisiana
$15K – – –
DSN
1523
D. Scott Neal
Kentucky
$15K +$15.1K +100 New
LF
1524
Lee Financial
Texas
$15K +$15.1K +100 New
SIM
1525
Sonora Investment Management
Arizona
$14.6K +$15.1K +100 New