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Name Holding Trade Value Shares
Change
Change in
Stake
SFPIA
1826
Stevens First Principles Investment Advisors
California
$51K – – –
AC
1827
Avestar Capital
New York
$51K +$2.73K +14 +5%
CIM
1828
Contravisory Investment Management
Massachusetts
$50K +$50.5K +259 New
BHWM
1829
Bay Harbor Wealth Management
Maryland
$49K +$48.8K +250 New
CWM
1830
Cranbrook Wealth Management
Michigan
$48K – – –
MSFP
1831
Mark Sheptoff Financial Planning
Connecticut
$47K – – –
CCMW
1832
Cypress Capital Management (Wyoming)
Wyoming
$46K -$15.6K -80 -25%
BAMG
1833
Brand Asset Management Group
Missouri
$46K – – –
OSNBOA
1834
Old Second National Bank of Aurora
Illinois
$46K – – –
CA
1835
Crewe Advisors
Utah
$43K – – –
PCIA
1836
Prime Capital Investment Advisors
Kansas
$42K +$41.8K +214 New
AIM
1837
Arcadia Investment Management
Michigan
$41K -$45.8K -235 -53%
CFA
1838
Clarfeld Financial Advisors
New York
$41K +$40.6K +208 New
CJA
1839
C-J Advisory
California
$40K – – –
TIM
1840
Tortoise Investment Management
New York
$39K -$4.1K -21 -10%
EWM
1841
Edge Wealth Management
New York
$39K – – –
IDBONY
1842
Israel Discount Bank of New York
New York
$39K – – –
EIM
1843
Essex Investment Management
Massachusetts
$39K +$39K +200 New
LBG
1844
Lloyds Banking Group
United Kingdom
$35K – – –
NCM
1845
Next Capital Management
New York
$33K +$32.6K +167 New
LWA
1846
Lenox Wealth Advisors
New York
$31K – – –
SQA
1847
Simon Quick Advisors
New Jersey
$30K +$26.3K +135 +711%
IF
1848
Ironwood Financial
Arizona
$29K – – –
LWM
1849
Lenox Wealth Management
Ohio
$28K +$4.68K +24 +20%
NSB
1850
Norway Savings Bank
Maine
$27K – – –