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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
326
Lenox Wealth Management
Ohio
$4K
TF
327
Tompkins Financial
New York
$4K
SBL
328
Sargent Bickham Lagudis
Colorado
$4K +$33 +2 +0.8%
PWP
329
Personal Wealth Partners
Minnesota
$4K +$49 +3 +1%
SA
330
SRH Advisors
Kansas
$4K +$4.72K +290 New
FIA
331
FNY Investment Advisers
New York
$4K +$4.88K +300 New
ADL
332
Asset Dedication LLC
California
$3K -$23.6K -1,451 -85%
LC
333
Lindbrook Capital
California
$3K -$4.68K -288 -58%
FANJ
334
Financial Architects (New Jersey)
New Jersey
$3K -$342 -21 -10%
AIS
335
Accurate Investment Solutions
Pennsylvania
$3K
AW
336
Alpha Windward
Massachusetts
$3K
AWM
337
Avior Wealth Management
Nebraska
$3K
VRM
338
Vectors Research Management
New York
$3K
HGWM
339
Harvest Group Wealth Management
Massachusetts
$3K +$49 +3 +2%
SFSIG
340
San Francisco Sentry Investment Group
California
$3K +$846 +52 +33%
BDWM
341
Brewin Dolphin Wealth Management
Ireland
$2.21K
PCG
342
Private Capital Group
Connecticut
$2K -$3.46K -213 -58%
FWM
343
Focused Wealth Management
New York
$2K -$1.89K -116 -49%
Credit Agricole
344
Credit Agricole
France
$2K
EWM
345
Endurance Wealth Management
Rhode Island
$2K
HCM
346
Hilton Capital Management
New York
$2K
IFAM
347
Institutional & Family Asset Management
Colorado
$2K
KAS
348
Kemnay Advisory Services
New York
$2K
PFSC
349
Peoples Financial Services Corp
Pennsylvania
$2K
PCTC
350
Perkins Coie Trust Company
Washington
$2K