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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1826
Prestige Wealth Management Group
New Jersey
$41K -$27.1K -142 -40%
BHWM
1827
Bay Harbor Wealth Management
Maryland
$40K -$7.07K -37 -15%
AIM
1828
Arcadia Investment Management
Michigan
$40K
CJA
1829
C-J Advisory
California
$40K
HIIFS
1830
Harel Insurance Investments & Financial Services
Israel
$38K -$57.3K -300 -60%
EWM
1831
Edge Wealth Management
New York
$38K
IDBONY
1832
Israel Discount Bank of New York
New York
$38K
TIM
1833
Tortoise Investment Management
New York
$38K
LWM
1834
Lenox Wealth Management
Ohio
$38K +$9.93K +52 +36%
JIP
1835
JBJ Investment Partners
South Carolina
$38K +$38.2K +200 New
AC
1836
Avestar Capital
New York
$37K -$12.6K -66 -23%
CB
1837
CNB Bank
Pennsylvania
$33K +$9.74K +51 +43%
NCM
1838
Next Capital Management
New York
$32K
LWA
1839
Lenox Wealth Advisors
New York
$31K
SAM
1840
Strategy Asset Managers
California
$30K +$30.6K +160 New
MS
1841
Mizuho Securities
Japan
$28K -$28.6K -150 -50%
IF
1842
Ironwood Financial
Arizona
$28K
AP
1843
Arlington Partners
Alabama
$27K
DRS
1844
Deane Retirement Strategies
Louisiana
$26K -$1.85M -9,703 -99%
PCIA
1845
Prime Capital Investment Advisors
Kansas
$25K -$16.2K -85 -40%
MWC
1846
MKD Wealth Coaches
Michigan
$25K +$25.4K +133 New
CWA
1847
Clarus Wealth Advisors
Arizona
$23K -$3.06K -16 -12%
EWM
1848
Elmwood Wealth Management
California
$21K +$191 +1 +0.9%
GWA
1849
Guidant Wealth Advisors
Illinois
$21K +$21K +110 New
EIM
1850
Essex Investment Management
Massachusetts
$19K -$19.1K -100 -50%