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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1026
Willingdon Wealth Management
North Carolina
$36K
GWS
1027
Glassman Wealth Services
Virginia
$36K +$310 +1 +0.8%
WPA
1028
West Paces Advisors
Georgia
$34.5K
1IA
1029
1834 Investment Advisors
Wisconsin
$34K
WC
1030
Whitney & Co
New York
$34K +$38.8K +125 New
First Manhattan
1031
First Manhattan
New York
$32K -$314K -1,010 -89%
HFM
1032
Hartford Financial Management
Connecticut
$31K
HI
1033
Hudock Inc
Pennsylvania
$31K
HFP
1034
Holistic Financial Partners
Indiana
$31K +$3.1K +10 +10%
Carson Wealth (CWM LLC)
1035
Carson Wealth (CWM LLC)
Nebraska
$31K +$13.7K +44 +63%
FPS
1036
Fieldpoint Private Securities
Connecticut
$31K +$30.7K +99 +660%
DAM
1037
Delta Asset Management
Tennessee
$30K
TFO
1038
Tarbox Family Office
California
$30K
AAP
1039
Arax Advisory Partners
Colorado
$29K -$18.6K -60 -36%
AF
1040
Allworth Financial
California
$29K -$310 -1 -0.9%
BWA
1041
BDO Wealth Advisors
Florida
$28K -$557K -1,795 -95%
BAM
1042
Barrett Asset Management
New York
$28K
EARNEST Partners
1043
EARNEST Partners
Georgia
$28K
LWA
1044
Lenox Wealth Advisors
New York
$28K +$26.1K +84 +494%
APP
1045
Avantax Planning Partners
Iowa
$28K +$32.9K +106 New
CAM
1046
CenterStar Asset Management
Illinois
$27K
DSN
1047
D. Scott Neal
Kentucky
$27K
SIAS
1048
Shine Investment Advisory Services
Colorado
$26K -$27K -87 -48%
SIM
1049
Sonora Investment Management
Arizona
$25.5K
PS
1050
Portfolio Solutions
Michigan
$23K