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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1476
Aevitas Wealth Management
Massachusetts
$52K – – –
WANY
1477
Wealthspire Advisors (New York)
New York
$52K +$56.6K +832 New
FC
1478
Ferris Capital
Massachusetts
$51K +$14.4K +212 +35%
TFS
1479
TrustCore Financial Services
Tennessee
$50K -$5.51K -81 -9%
LIM
1480
Lagoda Investment Management
New York
$50K – – –
LBG
1481
Lloyds Banking Group
United Kingdom
$48K -$38.2K -562 -42%
AIC
1482
Archer Investment Corporation
Indiana
$47K +$51.6K +758 New
CIM
1483
Contravisory Investment Management
Massachusetts
$47K +$51.8K +761 New
PO
1484
Private Ocean
California
$46K – – –
TCM
1485
Tradewinds Capital Management
Washington
$46K – – –
TFA
1486
Transamerica Financial Advisors
Florida
$45K -$13.5K -198 -22%
LF
1487
Lee Financial
Texas
$44K -$16.1K -236 -25%
CA
1488
Claro Advisors
Massachusetts
$43K +$37.9K +557 New
MCM
1489
MV Capital Management
Maryland
$42K -$6.46K -95 -12%
CT
1490
Clearstead Trust
Maine
$41K – – –
ACS
1491
Archford Capital Strategies
Illinois
$40K – – –
LJHT
1492
Laurie J. Hall Trustee
$39K – – –
NWM
1493
Northwest Wealth Management
Iowa
$38K -$7.69K -113 -16%
LFG
1494
LifePlan Financial Group
Ohio
$38K – – –
WPW
1495
Winthrop Partners - WNY
New York
$37.4K – – –
OSNBOA
1496
Old Second National Bank of Aurora
Illinois
$37K – – –
IF
1497
Ironwood Financial
Arizona
$33K +$27.2K +400 +294%
EARNEST Partners
1498
EARNEST Partners
Georgia
$33K +$36.4K +535 New
WWM
1499
Willingdon Wealth Management
North Carolina
$32K -$5.78K -85 -14%
CFA
1500
Clarfeld Financial Advisors
New York
$32K +$34.8K +512 New