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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2276
Lenox Wealth Advisors
New York
$174K +$5.2K +43 +3%
AWMF
2277
Arbor Wealth Management (Florida)
Florida
$172K -$31.3K -259 -16%
TFO
2278
Tarbox Family Office
California
$170K -$80.5K -666 -33%
SIA
2279
SeaBridge Investment Advisors
New Jersey
$169K – – –
BL
2280
Balentine LLC
Georgia
$169K +$23.5K +194 +17%
PWMG
2281
Prestige Wealth Management Group
New Jersey
$168K – – –
CIA
2282
Cascade Investment Advisors
Oregon
$167K – – –
BWA
2283
Burt Wealth Advisors
Maryland
$167K -$12.1K -100 -7%
HR
2284
Howe & Rusling
New York
$166K +$7.5K +62 +5%
HGWM
2285
Harvest Group Wealth Management
Massachusetts
$165K +$363 +3 +0.2%
AIP
2286
Almanack Investment Partners
Pennsylvania
$165K +$160K +1,325 New
KCPG
2287
Kavar Capital Partners Group
Kansas
$164K +$160K +1,320 New
CA
2288
Centerpoint Advisors
Massachusetts
$160K – – –
AWM
2289
Apollon Wealth Management
South Carolina
$159K +$155K +1,281 New
SMG
2290
Spectrum Management Group
Indiana
$155K – – –
IFA
2291
Interactive Financial Advisors
Illinois
$154K – – –
GT
2292
Glenmede Trust
Pennsylvania
$152K -$19M -157,216 -11%
LWM
2293
Lenox Wealth Management
Ohio
$150K +$12.1K +100 +9%
FWM
2294
Focused Wealth Management
New York
$146K +$484 +4 +0.3%
LWA
2295
Lowe Wealth Advisors
Maryland
$145K -$2.06K -17 -1%
CIM
2296
Contravisory Investment Management
Massachusetts
$137K -$1.57K -13 -1%
W
2297
WealthStone
Ohio
$136K +$132K +1,093 New
PWP
2298
Personal Wealth Partners
Minnesota
$136K +$132K +1,089 New
KBFS
2299
Kohmann Bosshard Financial Services
Ohio
$134K +$130K +1,075 New
C
2300
Cerebellum
California
$130K -$198K -1,635 -61%
90 91
92
93 94