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Name Holding Trade Value Shares
Change
Change in
Stake
TF
2551
TimeScale Financial
Massachusetts
$201K -$26.2K -237 -12%
Cohen & Steers
2552
Cohen & Steers
New York
$201K – – –
SFSG
2553
Stearns Financial Services Group
North Carolina
$200K -$35.4K -321 -15%
HR
2554
Howe & Rusling
New York
$197K +$40K +362 +26%
LWA
2555
Lenox Wealth Advisors
New York
$196K -$65.1K -590 -25%
NL
2556
NKCFO LLC
Illinois
$195K – – –
HIIFS
2557
Harel Insurance Investments & Financial Services
Israel
$194K -$56K -507 -23%
HI
2558
Handelsinvest Investeringsforvaltning
Denmark
$192K -$221K -2,000 -54%
AW
2559
Alpha Windward
Massachusetts
$191K -$150K -1,356 -44%
AWM
2560
AllSquare Wealth Management
New York
$190K -$10.9K -99 -5%
CWC
2561
Carolinas Wealth Consulting
North Carolina
$190K +$188K +1,705 New
ACM
2562
AUA Capital Management
Pennsylvania
$186K -$127K -1,150 -41%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2563
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$185K -$162K -1,463 -47%
VCM
2564
Versant Capital Management
Arizona
$185K +$442 +4 +0.2%
CAL
2565
Capital Advisors Ltd
Ohio
$181K – – –
PCM
2566
Prelude Capital Management
New York
$180K -$619K -5,608 -78%
TI
2567
Truehand Inc
New Hampshire
$180K +$178K +1,613 New
LFG
2568
LifePlan Financial Group
Ohio
$174K – – –
SFA
2569
Semmax Financial Advisors
North Carolina
$171K +$21.9K +198 +15%
RWM
2570
Raffa Wealth Management
District of Columbia
$170K +$1.55K +14 +0.9%
FWM
2571
Filbrandt Wealth Management
Wisconsin
$164K +$145K +1,313 +853%
OGC
2572
Oak Grove Capital
New Hampshire
$159K -$1.93M -17,486 -92%
BCP
2573
Blue Chip Partners
Michigan
$159K -$40.5K -367 -20%
SL
2574
Savior LLC
Massachusetts
$157K – – –
PP
2575
PrairieView Partners
Minnesota
$156K – – –