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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1351
Lenox Wealth Advisors
New York
$14K +$11K +333 +326%
HWM
1352
Holloway Wealth Management
Florida
$13K – – –
HR
1353
Howe & Rusling
New York
$11K – – –
AWM
1354
AllSquare Wealth Management
New York
$10K – – –
FI
1355
FormulaFolio Investments
Michigan
$10K – – –
PG
1356
Proffitt & Goodson
Tennessee
$10K – – –
PFA
1357
Professional Financial Advisors
Nebraska
$9K – – –
PSIWM
1358
Paradigm Strategies in Wealth Management
Minnesota
$8K – – –
SCA
1359
Stonebridge Capital Advisors
Minnesota
$8K – – –
Parallax Volatility Advisers
1360
Parallax Volatility Advisers
California
$6K -$15.3M -463,542 -100%
HS
1361
Horan Securities
United States
$6K – – –
IPW
1362
IronBridge Private Wealth
Texas
$6K – – –
LS
1363
Leelyn Smith
Illinois
$6K – – –
SJIM
1364
St. Johns Investment Management
Florida
$6K – – –
AAM
1365
Advisors Asset Management
Colorado
$6K +$6.63K +201 New
WTC
1366
WhitTier Trust Company
Nevada
$5K -$9.89K -300 -67%
Kayne Anderson Rudnick Investment Management
1367
Kayne Anderson Rudnick Investment Management
California
$5K – – –
SFP
1368
Sterling Financial Planning
New Jersey
$5K – – –
ANBT
1369
American National Bank & Trust
Texas
$5K +$5.24K +159 New
EWA
1370
Evolution Wealth Advisors
Florida
$4K -$2.84K -86 -67%
LWA
1371
Lowe Wealth Advisors
Maryland
$3K – – –
LWM
1372
Liberty Wealth Management
California
$3K +$33 +1 +0.9%
TF
1373
TimeScale Financial
Massachusetts
$2K -$5.54K -168 -74%
BAM
1374
Baldrige Asset Management
Pennsylvania
$2K +$1.88K +57 New
WWM
1375
Wolff Wiese Magana
California
$2K +$2.38K +72 New