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Name Holding Trade Value Shares
Change
Change in
Stake
CYG
1101
Clean Yield Group
Vermont
$26K +$31.2K +166 New
TFO
1102
Tarbox Family Office
California
$25K -$2.07K -11 -6%
SWM
1103
Sugarloaf Wealth Management
Georgia
$25K – – –
OSAM
1104
O'Shaughnessy Asset Management
Connecticut
$24K -$163K -868 -85%
LWA
1105
Lenox Wealth Advisors
New York
$24K -$3.57K -19 -11%
FDCDDQ
1106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.1K -$1.31M -6,991 -98%
FWM
1107
Focused Wealth Management
New York
$23K – – –
SLF
1108
Sun Life Financial
Ontario, Canada
$23K +$376 +2 +1%
LWM
1109
Liberty Wealth Management
California
$20K -$4.51K -24 -16%
M
1110
MOTCO
Texas
$20K +$5.45K +29 +29%
TA
1111
Thor Advisors
New York
$20K +$24.2K +129 New
SL
1112
Savior LLC
Massachusetts
$19K -$564 -3 -2%
QCMC
1113
Quantum Capital Management (California)
California
$19K – – –
Twin Tree Management
1114
Twin Tree Management
Texas
$19K +$22.6K +120 New
LWM
1115
Lenox Wealth Management
Ohio
$19K +$23.5K +125 New
EARNEST Partners
1116
EARNEST Partners
Georgia
$18K – – –
FCA
1117
FinTrust Capital Advisors
South Carolina
$18K +$6.58K +35 +43%
CHC
1118
City Holding Co
West Virginia
$18K +$11.3K +60 +109%
BWM
1119
Baystate Wealth Management
Massachusetts
$17K – – –
BBA
1120
Braun-Bostich & Associates
Pennsylvania
$17K – – –
VRM
1121
Vectors Research Management
New York
$17K – – –
LSA
1122
Lion Street Advisors
Texas
$17K +$20.1K +107 New
PWMG
1123
Prestige Wealth Management Group
New Jersey
$17K +$20.1K +107 New
Loomis, Sayles & Company
1124
Loomis, Sayles & Company
Massachusetts
$15K -$59.2K -315 -77%
MRCM
1125
M&R Capital Management
New Jersey
$15K – – –