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Name Holding Trade Value Shares
Change
Change in
Stake
DSC
1001
Duncker Streett & Co
Missouri
$20K – – –
TFO
1002
Tarbox Family Office
California
$20K – – –
ACS
1003
Archford Capital Strategies
Illinois
$19.4K +$19.4K +834 New
NIM
1004
NuWave Investment Management
New Jersey
$19K +$11.4K +492 +158%
GI
1005
Gradient Investments
Minnesota
$17K -$3.58K -154 -18%
MWP
1006
MYCIO Wealth Partners
Pennsylvania
$17K – – –
LWM
1007
Lenox Wealth Management
Ohio
$16K -$147K -6,349 -90%
Lazard Asset Management
1008
Lazard Asset Management
New York
$16K +$11.1K +480 +202%
PIM
1009
Parasol Investment Management
Illinois
$15K – – –
AC
1010
Alexandria Capital
Virginia
$15K +$1.04K +45 +7%
RFA
1011
Reilly Financial Advisors
California
$14K -$7.34K -316 -35%
BRIM
1012
Broad Run Investment Management
Virginia
$12K – – –
S
1013
SignatureFD
Georgia
$11K -$10.5K -452 -49%
ATC
1014
Adirondack Trust Company
New York
$8K – – –
TDC
1015
Thompson Davis & Co
Virginia
$7K -$15.8K -680 -70%
ECM
1016
ETrade Capital Management
Virginia
$7K -$9.66K -416 -60%
CA
1017
CapWealth Advisors
Tennessee
$6K – – –
ARMC
1018
American Research & Management Company
Massachusetts
$6K +$5.53K +238 New
MIM
1019
Macroview Investment Management
Maryland
$5K +$2.21K +95 +80%
CCS
1020
Crosspoint Capital Strategies
California
$4K – – –
FWM
1021
Focused Wealth Management
New York
$4K – – –
PO
1022
Private Ocean
California
$4K – – –
CAW
1023
Cornerstone Advisors (Washington)
Washington
$3K -$4.97K -214 -65%
OC
1024
Oakworth Capital
Alabama
$3K – – –
BRWM
1025
B. Riley Wealth Management
Tennessee
$3K +$2.76K +119 New