Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1826
Prelude Capital Management
New York
$55K +$54.1K +282 New
CT
1827
Clearstead Trust
Maine
$52K – – –
BAMG
1828
Brand Asset Management Group
Missouri
$51K – – –
TFGT
1829
TS Financial Group (TSFG)
Illinois
$49K +$192 +1 +0.4%
IRC
1830
Investors Research Corp
Georgia
$48K – – –
LWA
1831
Lenox Wealth Advisors
New York
$48K +$16.5K +86 +54%
CWM
1832
Cranbrook Wealth Management
Michigan
$47K – – –
SIS
1833
Sound Income Strategies
Florida
$46K – – –
SB
1834
Strategic Blueprint
Georgia
$45K +$44.9K +234 New
AJ
1835
Ashburton (Jersey)
Jersey
$44K – – –
CA
1836
Crewe Advisors
Utah
$43K -$4.61K -24 -10%
SFM
1837
Systematic Financial Management
New Jersey
$41K -$1.86M -9,689 -98%
OC
1838
Oakworth Capital
Alabama
$41K -$2.5K -13 -6%
CJA
1839
C-J Advisory
California
$40K – – –
TIM
1840
Tortoise Investment Management
New York
$39K – – –
AM
1841
Atwater Malick
Pennsylvania
$39K +$38.4K +200 New
EWM
1842
Edge Wealth Management
New York
$38K – – –
1IA
1843
1834 Investment Advisors
Wisconsin
$35K -$76.8K -400 -69%
FPS
1844
Fieldpoint Private Securities
Connecticut
$35K – – –
BL
1845
Balentine LLC
Georgia
$35K +$9.21K +48 +36%
AA
1846
Advisory Alpha
Michigan
$33.4K +$32.6K +170 New
IF
1847
Ironwood Financial
Arizona
$29K – – –
NCM
1848
Next Capital Management
New York
$27K -$19.4K -101 -42%
MSFP
1849
Mark Sheptoff Financial Planning
Connecticut
$27K -$19.2K -100 -42%
SCA
1850
Stuart Chaussee & Associates
California
$26K – – –