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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
951
AllSquare Wealth Management
New York
$8K – – –
LWCFA
952
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K – – –
TL
953
TrueWealth LLC
Georgia
$8K – – –
WWM
954
Willingdon Wealth Management
North Carolina
$8K – – –
CCM
955
Copeland Capital Management
Pennsylvania
$8K +$8.57K +55 New
GI
956
GS Investments
Minnesota
$7.71K – – –
FEG
957
Financial Enhancement Group
Indiana
$7K – – –
CFA
958
Clarfeld Financial Advisors
New York
$7K +$7.17K +46 New
WPA
959
West Paces Advisors
Georgia
$6.94K – – –
Lazard Asset Management
960
Lazard Asset Management
New York
$6K -$4.71M -30,265 -100%
OFW
961
Omnia Family Wealth
Florida
$6K – – –
GRP
962
Global Retirement Partners
California
$6K +$5.92K +38 New
LC
963
Lavaca Capital
Texas
$6K +$5.92K +38 New
LPWM
964
Lake Point Wealth Management
Texas
$6K +$6.39K +41 New
KTC
965
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
RMC
966
Resources Management Corp
Connecticut
$5K – – –
Rockefeller Capital Management
967
Rockefeller Capital Management
New York
$5K – – –
CCM
968
Cribstone Capital Management
Maine
$4K -$8.57K -55 -65%
OSAM
969
O'Shaughnessy Asset Management
Connecticut
$4K +$4.52K +29 New
AC
970
Avestar Capital
New York
$3K – – –
EWM
971
Elmwood Wealth Management
California
$3K – – –
MA
972
MCF Advisors
Kentucky
$3K – – –
WA
973
WealthTrust-Arizona
Arizona
$3K +$156 +1 +5%
BAM
974
Bruderman Asset Management
New York
$3K +$3.12K +20 New
CFA
975
Camarda Financial Advisors
Florida
$3K +$3.43K +22 New