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