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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
951
Edge Wealth Management
New York
$74K – – –
SMG
952
Spectrum Management Group
Indiana
$74K – – –
BSG
953
Black Swift Group
Colorado
$74K +$76.4K +500 New
ECM
954
Estabrook Capital Management
New York
$73.7K – – –
OIA
955
Optimum Investment Advisors
Illinois
$73K -$12.2K -80 -14%
LFG
956
LifePlan Financial Group
Ohio
$66K – – –
WANY
957
Wealthspire Advisors (New York)
New York
$64K +$66.7K +437 New
PMFA
958
Plante Moran Financial Advisors
Michigan
$62K +$3.21K +21 +5%
BTNA
959
Bremer Trust National Association
Minnesota
$62K +$63.7K +417 New
AIA
960
Alera Investment Advisors
Illinois
$61K +$63.1K +413 New
NSIM
961
North Star Investment Management
Illinois
$60K – – –
HL
962
Harding Loevner
New Jersey
$59K – – –
RFA
963
Reilly Financial Advisors
California
$59K – – –
LC
964
Lindbrook Capital
California
$59K +$61.4K +402 New
HCM
965
Hilton Capital Management
New York
$56K – – –
PCP
966
Proficio Capital Partners
Massachusetts
$56K – – –
DSI
967
Daiwa SB Investments
Japan
$56K +$6.11K +40 +12%
ARMC
968
American Research & Management Company
Massachusetts
$53K – – –
SC
969
Sawyer & Company
Massachusetts
$53K – – –
DWA
970
Dougherty Wealth Advisers
Minnesota
$53K +$51.5K +337 New
CAM
971
Close Asset Management
United Kingdom
$51K -$966K -6,326 -85%
EIM
972
Essex Investment Management
Massachusetts
$51K +$52.8K +346 New
BWM
973
Baystate Wealth Management
Massachusetts
$50K – – –
OC
974
Oakworth Capital
Alabama
$50K +$5.34K +35 +12%
CFGS
975
Concourse Financial Group Securities
Alabama
$50K +$34.4K +225 +197%