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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
901
Focused Wealth Management
New York
$81K +$504 +31 +0.7%
GGPS
902
Gary Goldberg Planning Services
New York
$78K -$2.07K -127 -3%
CFSG
903
Community Financial Services Group
Vermont
$78K
NC
904
NewSquare Capital
Pennsylvania
$78K
GSC
905
Ground Swell Capital
South Carolina
$76K +$71.8K +4,414 New
AWM
906
Avior Wealth Management
Nebraska
$72K -$16.3K -1,000 -19%
AR
907
Advisory Research
Illinois
$71K -$6.44K -396 -9%
BC
908
Bartlett & Co
Ohio
$70K +$1.3K +80 +2%
GAM
909
Gemmer Asset Management
California
$70K +$33.6K +2,066 +102%
IMS
910
Index Management Solutions
Pennsylvania
$68K -$7.6K -467 -11%
S
911
SignatureFD
Georgia
$67K +$12.9K +793 +26%
TFO
912
Tarbox Family Office
California
$66K -$72.1K -4,435 -53%
1832 Asset Management
913
1832 Asset Management
Ontario, Canada
$64K -$732K -45,000 -92%
SFG
914
Sage Financial Group
Pennsylvania
$60K
FMII
915
Farmers & Merchants Investments Inc
Nebraska
$59K +$2.85K +175 +5%
ACS
916
Archford Capital Strategies
Illinois
$56.6K
1IC
917
1919 Investment Counsel
Maryland
$53K +$12.7K +779 +35%
HTHT
918
Hemenway Trust Hemenway Trust
New Hampshire
$52K
WC
919
Whitnell & Co
Illinois
$52K
BOK
920
Bank of Kentucky
Kentucky
$49K
WOC
921
West Oak Capital
California
$45.6K
DBT
922
Dubuque Bank & Trust
Iowa
$44K -$2.52K -155 -6%
PAI
923
Pittenger & Anderson Inc
Nebraska
$44K +$41.7K +2,561 New
DSC
924
Duncker Streett & Co
Missouri
$43K
LWM
925
Lenox Wealth Management
Ohio
$43K