Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1701
Lenox Wealth Advisors
New York
$40K -$55.3K -2,003 -58%
SA
1702
SRH Advisors
Kansas
$38K – – –
VCAM
1703
Valentine Capital Asset Management
California
$38K +$38.6K +1,400 New
VCM
1704
Vigilant Capital Management
Maine
$36K – – –
PFG
1705
Piershale Financial Group
Illinois
$33K +$28 +1 +0.1%
CAL
1706
Capital Advisors Ltd
Ohio
$32K – – –
SAM
1707
Shamrock Asset Management
Texas
$32K – – –
TSU
1708
TD Securities (USA)
New York
$31K -$48.8K -1,767 -61%
PCP
1709
Proficio Capital Partners
Massachusetts
$31K +$31.8K +1,153 New
DOA
1710
D'Orazio & Associates
Virginia
$30K -$2.32K -84 -7%
AWM
1711
Avior Wealth Management
Nebraska
$29K +$11K +399 +60%
NC
1712
Nicholas Company
Wisconsin
$27K -$544K -19,700 -95%
UFA
1713
US Financial Advisors
Massachusetts
$27K -$8.31K -301 -23%
TCM
1714
Tanaka Capital Management
New York
$27K +$27.6K +1,000 New
GXMC
1715
Global X Management Company
New York
$24K -$1.49K -54 -6%
APSP
1716
Asset Planning Services (Pennsylvania)
Pennsylvania
$24K -$1.46K -53 -6%
CGH
1717
Cleary Gull Holdings
Wisconsin
$22K – – –
TIM
1718
Tortoise Investment Management
New York
$22K +$21.3K +771 +1,928%
MFT
1719
Moisand Fitzgerald Tamayo
Florida
$20K +$20.4K +741 New
CP
1720
Corbenic Partners
Pennsylvania
$17K – – –
IR
1721
Invictus RG
Bermuda
$17K +$16.9K +612 New
CAM
1722
CMT Asset Management
Illinois
$16K +$16.3K +592 New
RPG
1723
Risk Paradigm Group
Texas
$15.6K – – –
SCA
1724
Stuart Chaussee & Associates
California
$15K +$14.9K +541 New
AWM
1725
AllSquare Wealth Management
New York
$14K – – –