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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2301
Apollon Wealth Management
South Carolina
$159K +$155K +1,281 New
SMG
2302
Spectrum Management Group
Indiana
$155K
IFA
2303
Interactive Financial Advisors
Illinois
$154K
LWM
2304
Lenox Wealth Management
Ohio
$150K +$12.1K +100 +9%
FWM
2305
Focused Wealth Management
New York
$146K +$484 +4 +0.3%
LWA
2306
Lowe Wealth Advisors
Maryland
$145K -$2.06K -17 -1%
CIM
2307
Contravisory Investment Management
Massachusetts
$137K -$1.57K -13 -1%
W
2308
WealthStone
Ohio
$136K +$132K +1,093 New
PWP
2309
Personal Wealth Partners
Minnesota
$136K +$132K +1,089 New
KBFS
2310
Kohmann Bosshard Financial Services
Ohio
$134K +$130K +1,075 New
C
2311
Cerebellum
California
$130K -$198K -1,635 -61%
LFG
2312
LifePlan Financial Group
Ohio
$128K
TCM
2313
TD Capital Management
Tennessee
$128K
CMBA
2314
C.M. Bidwell & Associates
Hawaii
$125K +$122K +1,005 New
CSC
2315
Cove Street Capital
California
$124K
FEG
2316
Financial Enhancement Group
Indiana
$124K
FWC
2317
First Washington Corp
Washington
$124K
EARNEST Partners
2318
EARNEST Partners
Georgia
$123K +$15.5K +128 +15%
WCMN
2319
Westchester Capital Management (Nebraska)
Nebraska
$120K
SAS
2320
Stelac Advisory Services
New York
$118K -$25.3K -209 -18%
CT
2321
Clearstead Trust
Maine
$118K
LD
2322
Lipe & Dalton
New York
$116K
FFW
2323
Fusion Family Wealth
New York
$116K +$35.7K +295 +46%
SFFS
2324
Stonehage Fleming Financial Services
Jersey
$114K -$1.72M -14,248 -94%
ME
2325
McIlrath & Eck
Washington
$114K