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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
2051
Sound Income Strategies
Florida
$47K +$46.8K +454 New
LWA
2052
Lenox Wealth Advisors
New York
$46K +$43K +417 +4,170%
NEAM
2053
New England Asset Management
Connecticut
$45K – – –
HS
2054
Horan Securities
United States
$45K +$10.3K +100 +34%
FFG
2055
Ford Financial Group
California
$45K +$42.2K +410 New
CFA
2056
Camarda Financial Advisors
Florida
$44K -$18K -175 -30%
BWA
2057
BDO Wealth Advisors
Florida
$43K -$14.8K -144 -26%
PRS
2058
Pinkerton Retirement Specialists
Idaho
$43K +$3.5K +34 +10%
WAM
2059
Watermark Asset Management
California
$42K – – –
RFWA
2060
RPg Family Wealth Advisory
Massachusetts
$41.9K – – –
WAS
2061
Winch Advisory Services
Wisconsin
$40K +$5.15K +50 +16%
STB
2062
S&T Bank
Pennsylvania
$37K – – –
AWM
2063
AllSquare Wealth Management
New York
$36K – – –
WCAMG
2064
Woodard & Company Asset Management Group
North Carolina
$36K +$33K +320 New
JIR
2065
James Investment Research
Ohio
$35K – – –
MIC
2066
MU Investments Company
Japan
$34K -$15.5K -150 -32%
DOA
2067
D'Orazio & Associates
Virginia
$34K – – –
MPPLM
2068
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$32K +$30.8K +299 New
TCM
2069
Tanaka Capital Management
New York
$31K – – –
HWM
2070
Holloway Wealth Management
Florida
$30K – – –
PCIA
2071
Prime Capital Investment Advisors
Kansas
$30K +$28.3K +275 New
CA
2072
Crewe Advisors
Utah
$30K +$29.1K +282 New
UOTTAIMCU
2073
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$30K +$29.1K +282 New
AAP
2074
Arax Advisory Partners
Colorado
$28K +$1.85K +18 +7%
AGA
2075
Accuvest Global Advisors
Utah
$27K +$26.3K +255 New