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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
701
Lenox Wealth Advisors
New York
$35K -$9.6K -67 -22%
CB
702
Community Bank
New York
$35K -$7.16K -50 -17%
KJWM
703
Kiley Juergens Wealth Management
Washington
$35K +$35.1K +245 New
LWM
704
Lenox Wealth Management
Ohio
$34K -$6.73K -47 -17%
JA
705
JOYN Advisors
Georgia
$34K +$34.1K +238 New
SIM
706
Sonora Investment Management
Arizona
$33K -$19.3K -135 -37%
1IA
707
1834 Investment Advisors
Wisconsin
$32K +$31.6K +221 New
ATC
708
Adirondack Trust Company
New York
$29K – – –
MBT
709
Monroe Bank & Trust
Michigan
$29K – – –
NSB
710
Norway Savings Bank
Maine
$29K – – –
OSNBOA
711
Old Second National Bank of Aurora
Illinois
$29K – – –
ADL
712
Asset Dedication LLC
California
$27K – – –
H
713
Hexavest
Quebec, Canada
$27K – – –
LNB
714
Ledyard National Bank
$26K – – –
DWM
715
Destination Wealth Management
California
$26K +$6.01K +42 +31%
BAMG
716
Brand Asset Management Group
Missouri
$25K +$24.6K +172 New
WOC
717
West Oak Capital
California
$24.8K – – –
M
718
MOTCO
Texas
$24K – – –
OIA
719
Optimum Investment Advisors
Illinois
$24K – – –
IAS
720
IMA Advisory Services
Colorado
$23K +$22.9K +160 New
PCM
721
Princeton Capital Management
New Jersey
$22K – – –
SMFS
722
Squar Milner Financial Services
California
$22K +$21.5K +150 New
GWA
723
Guidant Wealth Advisors
Illinois
$21K – – –
MWM
724
Mascoma Wealth Management
New Hampshire
$21K – – –
MYIA
725
Mount Yale Investment Advisors
Colorado
$20K – – –