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Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
1776
Advocacy Wealth Management Services
Georgia
$109K +$109K +1,214 New
Cohen & Steers
1777
Cohen & Steers
New York
$108K -$570K -6,320 -84%
SCA
1778
Stuart Chaussee & Associates
California
$108K +$108K +1,195 New
WAS
1779
Winch Advisory Services
Wisconsin
$105K +$17K +188 +19%
WCMN
1780
Westchester Capital Management (Nebraska)
Nebraska
$104K
LWA
1781
Lowe Wealth Advisors
Maryland
$94K
MSFP
1782
Mark Sheptoff Financial Planning
Connecticut
$94K +$54.1K +600 +133%
FI
1783
FCM Investments
Texas
$90K -$7.21K -80 -7%
VIM
1784
Veritas Investment Management
United Kingdom
$90K
Nuveen
1785
Nuveen
North Carolina
$86.1K +$2.67M +29,567 +3%
RFWA
1786
RPg Family Wealth Advisory
Massachusetts
$83.1K +$83.3K +924 New
MWM
1787
MinichMacGregor Wealth Management
New York
$83K +$73.2K +812 New
NHFG
1788
New Harbor Financial Group
Massachusetts
$80K -$18K -200 -18%
AIS
1789
Accurate Investment Solutions
Pennsylvania
$78K +$78.5K +870 New
EP
1790
Edinburgh Partners
United Kingdom
$73K +$29.2K +324 +66%
SMG
1791
Spectrum Management Group
Indiana
$72K +$27.1K +300 +60%
MIP
1792
Mondrian Investment Partners
United Kingdom
$64K
TRCT
1793
Tower Research Capital (TRC)
New York
$63K +$22.8K +253 +57%
PO
1794
Private Ocean
California
$62K
HCM
1795
Highlander Capital Management
New Jersey
$61K
JGIA
1796
Jackson Grant Investment Advisers
Connecticut
$60K +$60.1K +666 New
BCI
1797
Brinker Capital Investments
Pennsylvania
$57K +$9.92K +110 +21%
SAM
1798
Solaris Asset Management
New York
$55K
NC
1799
Nicholas Company
Wisconsin
$53K -$90.2K -1,000 -63%
OP
1800
Oldfield Partners
United Kingdom
$42K +$42.4K +470 New