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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
1676
Pin Oak Investment Advisors
Texas
$69K +$70.3K +397 New
OWA
1677
One Wealth Advisors
California
$67K +$66.9K +378 New
IWP
1678
Icon Wealth Partners
Texas
$65K +$66.4K +375 New
MWM
1679
MinichMacGregor Wealth Management
New York
$62K – – –
EARNEST Partners
1680
EARNEST Partners
Georgia
$62K +$63.2K +357 New
PWPS
1681
Pinnacle Wealth Planning Services
Ohio
$60K +$61.1K +345 New
AWM
1682
AllSquare Wealth Management
New York
$59K -$1.42K -8 -2%
LCM
1683
Liberty Capital Management
Michigan
$56K – – –
GWS
1684
Glassman Wealth Services
Virginia
$56K +$29K +164 +104%
HT
1685
Heritage Trust
Oklahoma
$54K -$5.13K -29 -9%
CA
1686
Crewe Advisors
Utah
$53K +$54K +305 New
CJA
1687
C-J Advisory
California
$47K +$47.4K +268 New
MIC
1688
MU Investments Company
Japan
$46K -$17.7K -100 -28%
NC
1689
NewSquare Capital
Pennsylvania
$46K +$43.9K +248 +1,378%
GFP
1690
Gryphon Financial Partners
Ohio
$45K +$46K +260 New
AIM
1691
Arcadia Investment Management
Michigan
$44K -$11.5K -65 -20%
CWM
1692
Cranbrook Wealth Management
Michigan
$43K +$7.96K +45 +23%
OSNBOA
1693
Old Second National Bank of Aurora
Illinois
$41K +$2.48K +14 +6%
SIM
1694
Sonora Investment Management
Arizona
$40.5K +$41.2K +233 New
AC
1695
Avestar Capital
New York
$39K +$42.1K +238 New
FFG
1696
Ford Financial Group
California
$37K +$37.2K +210 New
IDBONY
1697
Israel Discount Bank of New York
New York
$35K – – –
EWM
1698
Edge Wealth Management
New York
$34K – – –
WA
1699
Winfield Associates
Ohio
$33K -$35.4K -200 -52%
MSFP
1700
Mark Sheptoff Financial Planning
Connecticut
$33K -$354 -2 -1%