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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2051
Curi Wealth Management
North Carolina
$182K +$183K +794 New
WR
2052
WD Rutherford
Oregon
$177K +$177K +769 New
ED
2053
Exane Derivatives
France
$172K +$52.1K +226 +43%
TJHA
2054
Thomas J. Herzfeld Advisors
Florida
$165K
PS
2055
Planned Solutions
California
$162K +$23.1K +100 +17%
ACM
2056
AUA Capital Management
Pennsylvania
$161K
CTB
2057
Country Trust Bank
Illinois
$159K
D
2058
Diversified
Delaware
$155K +$141K +611 New
APWM
2059
Atlas Private Wealth Management
New York
$153K -$17.3K -75 -10%
FMP
2060
Financial Management Professionals
Texas
$149K -$27.2K -118 -15%
GWS
2061
Glassman Wealth Services
Virginia
$145K +$16.8K +73 +13%
SWA
2062
SOA Wealth Advisors
New York
$140K +$136K +588 New
TLFA
2063
True Link Financial Advisors
California
$140K +$140K +607 New
IRAG
2064
Investment Research & Advisory Group
Georgia
$139K
SAI
2065
Systematic Alpha Investments
New Jersey
$138K +$138K +600 New
SSC
2066
Syverson Strege & Co
Iowa
$138K +$138K +600 New
WLPWM
2067
Walled Lake Planning & Wealth Management
Illinois
$136K -$1.84K -8 -1%
TFM
2068
TFC Financial Management
Massachusetts
$135K
VCM
2069
Versant Capital Management
Arizona
$134K
AWM
2070
AllSquare Wealth Management
New York
$133K -$10.4K -45 -7%
FFC
2071
First Financial Corp
Indiana
$128K -$12.2K -53 -9%
MHR
2072
Matthew Hamilton Rosenberg
$128K +$11.5K +50 +10%
CC
2073
Centiva Capital
New York
$125K -$1.35M -5,873 -92%
FPFS
2074
First Personal Financial Services
North Carolina
$125K -$12.4K -54 -9%
APWA
2075
Atlas Private Wealth Advisors
New Jersey
$123K