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Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
1651
O'Brien Wealth Partners
Massachusetts
$119K -$82.8K -451 -39%
TJHA
1652
Thomas J. Herzfeld Advisors
Florida
$119K – – –
LFA
1653
Legacy Financial Advisors
Kentucky
$118K +$3.3K +18 +3%
MFBTD
1654
MB Financial Bank - Trust Department
Illinois
$117K -$5.51K -30 -4%
MSA
1655
Marino Stram & Associates
Massachusetts
$117K +$28.5K +155 +29%
BBA
1656
Braun-Bostich & Associates
Pennsylvania
$113K -$249K -1,355 -67%
LWA
1657
Lenox Wealth Advisors
New York
$113K +$106K +575 +646%
ME
1658
McIlrath & Eck
Washington
$111K -$6.79K -37 -5%
FANJ
1659
Financial Architects (New Jersey)
New Jersey
$110K -$257K -1,401 -69%
OFW
1660
Omnia Family Wealth
Florida
$110K -$29.6K -161 -20%
PCM
1661
Poehling Capital Management
Wisconsin
$109K +$16.5K +90 +16%
SFPIA
1662
Stevens First Principles Investment Advisors
California
$102K – – –
RE
1663
RBC Europe
United Kingdom
$101K -$90.9K -495 -46%
PCP
1664
Proficio Capital Partners
Massachusetts
$99K +$8.08K +44 +8%
MGIA
1665
Moneta Group Investment Advisors
Missouri
$99K +$91K +496 +590%
FFC
1666
First Financial Corp
Indiana
$97K -$27.2K -148 -21%
PFA
1667
Pathway Financial Advisors
Vermont
$97K -$6.24K -34 -6%
MUS
1668
Mitsubishi UFJ Securities
Japan
$94K – – –
BCM
1669
Brasada Capital Management
Texas
$93K – – –
MFW
1670
Mosaic Family Wealth
Missouri
$92K -$1.84K -10 -2%
OC
1671
Oakworth Capital
Alabama
$90K -$3.85K -21 -4%
SIAS
1672
Shine Investment Advisory Services
Colorado
$88K – – –
SPL
1673
Smart Portfolios LLC
Washington
$85K +$91.8K +500 New
GBBWRPM
1674
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$81K +$184 +1 +0.2%
FPF
1675
FNY Partners Fund
New York
$77K +$83.7K +456 New