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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2101
Avondale Wealth Management
Texas
$15K – – –
LWA
2102
Lenox Wealth Advisors
New York
$13K -$25.5K -249 -67%
CT
2103
Clearstead Trust
Maine
$13K +$12.3K +120 New
KIG
2104
Kessler Investment Group
Indiana
$12K – – –
RBC
2105
Roble Belko & Company
Pennsylvania
$12K – – –
CFC
2106
Coyle Financial Counsel
Illinois
$11K +$10.3K +101 New
PWAG
2107
Polaris Wealth Advisory Group
California
$10K -$474K -4,637 -98%
BCM
2108
Brasada Capital Management
Texas
$10K -$4.09K -40 -29%
AIM
2109
Arcadia Investment Management
Michigan
$10K – – –
HI
2110
Harrington Investments
California
$10K – – –
JIR
2111
James Investment Research
Ohio
$10K – – –
IAS
2112
INR Advisory Services
Pennsylvania
$10K +$102 +1 +1%
CA
2113
Centerpoint Advisors
Massachusetts
$8K -$51.7K -506 -87%
FMP
2114
Financial Management Professionals
Texas
$8K – – –
FAM
2115
Fred Alger Management
New York
$8K +$1.43K +14 +24%
Financial Engines Advisors
2116
Financial Engines Advisors
California
$8K +$5.32K +52 +248%
IF
2117
Ironwood Financial
Arizona
$7K – – –
RCC
2118
Red Cedar Capital
Nebraska
$7K – – –
TJHA
2119
Thomas J. Herzfeld Advisors
Florida
$7K +$1.64K +16 +31%
CWM
2120
Cedar Wealth Management
California
$6K +$5.42K +53 New
HCM
2121
Horrell Capital Management
Arkansas
$5K – – –
TA
2122
Townsend & Associates
Colorado
$5K – – –
TAIM
2123
TD Ameritrade Investment Management
Nebraska
$4K +$3.68K +36 New
JWM
2124
Janiczek Wealth Management
Colorado
$3K +$2.45K +24 New
WCAMG
2125
Woodard & Company Asset Management Group
North Carolina
$2.1K – – –