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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1001
Endurance Wealth Management
Rhode Island
$40K
MWM
1002
MinichMacGregor Wealth Management
New York
$40K +$73 +6 +0.2%
PIM
1003
Parasol Investment Management
Illinois
$38K
EWM
1004
Edge Wealth Management
New York
$37K -$6.07K -500 -14%
VIA
1005
Vantage Investment Advisors
Pennsylvania
$37K -$5.03K -415 -12%
MA
1006
MCF Advisors
Kentucky
$37K +$425 +35 +1%
PSC
1007
Prentiss Smith & Co
Vermont
$36K
SIC
1008
Salem Investment Counselors
North Carolina
$36K +$27.8K +2,292 +340%
TC
1009
Trust Company
Kansas
$33K -$8.94K -737 -21%
ST
1010
Smithfield Trust
Pennsylvania
$33K -$6.71K -553 -17%
DAM
1011
Delta Asset Management
Tennessee
$32K +$4.91K +405 +18%
LWM
1012
Lenox Wealth Management
Ohio
$31K
WOC
1013
West Oak Capital
California
$29.7K
CP
1014
Corbenic Partners
Pennsylvania
$29K -$14.1K -1,163 -33%
HFM
1015
Hartford Financial Management
Connecticut
$29K +$85 +7 +0.3%
MWM
1016
Mascoma Wealth Management
New Hampshire
$29K +$28.6K +2,354 New
BGIM
1017
Brandywine Global Investment Management
Pennsylvania
$28K -$25.7M -2,117,609 -100%
HCC
1018
Hirtle Callaghan & Co
Pennsylvania
$28K -$207K -17,043 -88%
DBT
1019
Dubuque Bank & Trust
Iowa
$28K
DOA
1020
D'Orazio & Associates
Virginia
$28K +$267 +22 +1%
RFWA
1021
RPg Family Wealth Advisory
Massachusetts
$26.8K -$3.64K -300 -12%
EARNEST Partners
1022
EARNEST Partners
Georgia
$26K +$25.9K +2,132 New
WPA
1023
West Paces Advisors
Georgia
$25.4K +$25.4K +2,090 New
LWA
1024
Lowe Wealth Advisors
Maryland
$24K
BAM
1025
Bruderman Asset Management
New York
$22K -$6.53K -538 -23%