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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
2301
Lowe Wealth Advisors
Maryland
$66K
IRAG
2302
Investment Research & Advisory Group
Georgia
$63K
LWA
2303
Lenox Wealth Advisors
New York
$62K +$23.3K +260 +60%
BBA
2304
Braun-Bostich & Associates
Pennsylvania
$61K -$7.97K -89 -11%
MWC
2305
MBM Wealth Consultants
Missouri
$61K
PIMG
2306
Patriot Investment Management Group
Tennessee
$60.4K +$60.6K +677 New
DI
2307
Disciplined Investments
Oklahoma
$60K -$44.8K -500 -43%
DCM
2308
Davis Capital Management
Florida
$60K +$5.01K +56 +9%
Loomis, Sayles & Company
2309
Loomis, Sayles & Company
Massachusetts
$59K -$3.22K -36 -5%
MIM
2310
Macroview Investment Management
Maryland
$58K -$1.52K -17 -3%
RWG
2311
Regal Wealth Group
California
$56K +$627 +7 +1%
ECM
2312
EII Capital Management
New York
$54K
SFG
2313
Sowa Financial Group
Rhode Island
$54K
MTCM
2314
Mint Tower Capital Management
Netherlands
$51K -$1.48M -16,570 -97%
TFA
2315
Toth Financial Advisory
Virginia
$50K
NCM
2316
New Capital Management
Texas
$49K -$10.8K -121 -18%
FFW
2317
Fusion Family Wealth
New York
$49K
IF
2318
Ironwood Financial
Arizona
$49K +$7.43K +83 +18%
IWP
2319
Insight Wealth Partners
Texas
$47K
GC
2320
Grace Capital
Massachusetts
$45K
PCC
2321
Park Circle Company
Maryland
$45K
CAL
2322
Capital Advisors Ltd
Ohio
$44K -$5.19K -58 -11%
CIAS
2323
CBIZ Investment Advisory Services
Ohio
$43K
JPLA
2324
Joseph P. Lucia & Associates
New York
$43K +$19.2K +215 +81%
FWM
2325
Filbrandt Wealth Management
Wisconsin
$39K +$20.2K +226 +108%