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Name Holding Trade Value Shares
Change
Change in
Stake
WCM Investment Management
2101
WCM Investment Management
California
$202K +$191K +1,610 New
SFA
2102
Stewardship Financial Advisors
Georgia
$201K +$191K +1,608 New
TIA
2103
Trust Investment Advisors
Indiana
$200K +$190K +1,600 New
NCM
2104
New Capital Management
Texas
$198K +$593 +5 +0.3%
MWM
2105
MinichMacGregor Wealth Management
New York
$196K +$119 +1 +0.1%
DCM
2106
Delpha Capital Management
New York
$196K +$186K +1,565 New
LFA
2107
Legacy Financial Advisors
Kentucky
$196K +$187K +1,573 New
DSN
2108
D. Scott Neal
Kentucky
$194K -$11.9K -100 -6%
IP
2109
Intellectus Partners
California
$194K
PFGIA
2110
Patriot Financial Group Insurance Agency
Massachusetts
$189K +$6.4K +54 +4%
IUHSA
2111
Itau Unibanco Holding S.A.
Brazil
$185K +$21.5K +181 +14%
LWA
2112
Lenox Wealth Advisors
New York
$176K +$166K +1,400 +15,556%
CA
2113
Centerpoint Advisors
Massachusetts
$168K +$159K +1,338 New
AC
2114
Avestar Capital
New York
$165K +$165K +1,394 New
IP
2115
Isthmus Partners
Wisconsin
$164K
CFD
2116
Creative Financial Designs
Indiana
$163K -$9.37K -79 -6%
WA
2117
Winfield Associates
Ohio
$163K +$3.32K +28 +2%
AIS
2118
Accurate Investment Solutions
Pennsylvania
$160K -$8.42K -71 -5%
FFW
2119
Fusion Family Wealth
New York
$159K +$99.4K +838 +193%
RAM
2120
Riggs Asset Management
Pennsylvania
$157K +$11.9K +100 +9%
LWM
2121
Lenox Wealth Management
Ohio
$153K -$9.72K -82 -6%
ME
2122
McIlrath & Eck
Washington
$152K +$144K +1,214 New
TFO
2123
Tarbox Family Office
California
$139K
CIM
2124
Contravisory Investment Management
Massachusetts
$138K -$4.74K -40 -3%
LWA
2125
Lowe Wealth Advisors
Maryland
$131K