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