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Name Holding Trade Value Shares
Change
Change in
Stake
NS
1676
NewDay Solutions
New Hampshire
$46K +$52.3K +700 New
SIS
1677
Sound Income Strategies
Florida
$45K
HPC
1678
HM Payson & Co
Maine
$44K -$2.22M -29,794 -98%
W
1679
WealthOne
New York
$44K +$50.6K +678 New
EMG
1680
ETF Managers Group
New Jersey
$43K +$49.3K +660 New
CAC
1681
Certified Advisory Corp
Florida
$42K +$15.1K +202 +46%
1NWS
1682
1 North Wealth Services
Maryland
$42K +$47.4K +635 New
CGT
1683
Capital Guardian Trust
California
$41K -$88.5K -1,185 -66%
TIM
1684
Tortoise Investment Management
New York
$41K +$1.79K +24 +4%
TFO
1685
Tarbox Family Office
California
$41K +$11.1K +149 +31%
BWA
1686
Burt Wealth Advisors
Maryland
$40K +$1.49K +20 +3%
PFSC
1687
Peoples Financial Services Corp
Pennsylvania
$40K +$6.42K +86 +16%
FNC
1688
First National Corp
Massachusetts
$40K +$45.4K +608 New
EARNEST Partners
1689
EARNEST Partners
Georgia
$39K +$9.7K +130 +28%
OFW
1690
Omnia Family Wealth
Florida
$38K +$7.54K +101 +21%
Schroder Investment Management Group
1691
Schroder Investment Management Group
United Kingdom
$36K -$59.6M -799,066 -59%
ARMC
1692
American Research & Management Company
Massachusetts
$35K
RIA
1693
RPG Investment Advisory
California
$34K -$8.21K -110 -17%
LWA
1694
Lenox Wealth Advisors
New York
$33K -$46.7K -626 -56%
PA
1695
Perennial Advisors
New York
$33K
APW
1696
Acima Private Wealth
Virginia
$33K +$37.3K +500 New
GWMIA
1697
Global Wealth Management Investment Advisory
Florida
$33K +$37.8K +506 New
WCM
1698
Whitener Capital Management
North Carolina
$32K +$7.91K +106 +27%
QAM
1699
QCI Asset Management
New York
$31K +$18.7K +250 +113%
LF
1700
Lee Financial
Texas
$30K +$3.81K +51 +13%