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Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
1051
First Manhattan
New York
$36K
HFM
1052
Hartford Financial Management
Connecticut
$35K
TFS
1053
TrustCore Financial Services
Tennessee
$34K
DAM
1054
Delta Asset Management
Tennessee
$33K
HI
1055
Hudock Inc
Pennsylvania
$33K
TFO
1056
Tarbox Family Office
California
$33K
KPW
1057
Kore Private Wealth
New York
$33K +$34.8K +109 New
FANJ
1058
Financial Architects (New Jersey)
New Jersey
$32K -$7.98K -25 -19%
DWM
1059
Doyle Wealth Management
Florida
$32K +$33.5K +105 New
BAM
1060
Barrett Asset Management
New York
$31K
EARNEST Partners
1061
EARNEST Partners
Georgia
$31K
FWM
1062
Focused Wealth Management
New York
$30K
MS
1063
Mizuho Securities
Japan
$30K +$31.9K +100 New
NIT
1064
NumerixS Investment Technologies
British Columbia, Canada
$29K -$660K -2,068 -95%
SIAS
1065
Shine Investment Advisory Services
Colorado
$29K
LWA
1066
Lenox Wealth Advisors
New York
$28K
VNA
1067
Valley National Advisers
Pennsylvania
$25K +$6.7K +21 +34%
HR
1068
Howe & Rusling
New York
$24K -$8.94K -28 -26%
BWA
1069
Burt Wealth Advisors
Maryland
$23K
PCFFS
1070
Pacific Center for Financial Services
California
$23K
CCM
1071
Cribstone Capital Management
Maine
$22K
PCIA
1072
Prime Capital Investment Advisors
Kansas
$20K +$21.4K +67 New
FFW
1073
Fusion Family Wealth
New York
$19K -$47.9K -150 -70%
AIA
1074
Alera Investment Advisors
Illinois
$19K +$20.1K +63 New
BOPW
1075
Brandywine Oak Private Wealth
Pennsylvania
$19K +$21.1K +66 New