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Name Holding Trade Value Shares
Change
Change in
Stake
AIL
1001
AGF Investments LLC
Ontario, Canada
$43K -$17.5K -1,410 -27%
AWM
1002
AllSquare Wealth Management
New York
$43K +$75 +6 +0.2%
SWA
1003
Sutton Wealth Advisors
Florida
$42K -$14.4K -1,163 -24%
IR
1004
Invictus RG
Bermuda
$42K -$522K -42,000 -92%
TFO
1005
Tarbox Family Office
California
$42K – – –
SFG
1006
Sage Financial Group
Pennsylvania
$41K – – –
TF
1007
Tompkins Financial
New York
$41K – – –
Financial Engines Advisors
1008
Financial Engines Advisors
California
$41K +$43.5K +3,502 New
RWM
1009
Raffa Wealth Management
District of Columbia
$40.7K -$1.21K -97 -3%
FFW
1010
Fusion Family Wealth
New York
$40K – – –
PI
1011
PineBridge Investments
New York
$39K -$267K -21,477 -86%
FMII
1012
Farmers & Merchants Investments Inc
Nebraska
$38K -$9.94K -800 -20%
VIA
1013
Vantage Investment Advisors
Pennsylvania
$37K +$1.25K +101 +3%
EWM
1014
Edge Wealth Management
New York
$37K +$2.05K +165 +5%
FFC
1015
First Financial Corp
Indiana
$36K -$6.84K -551 -15%
QCMC
1016
Quantum Capital Management (California)
California
$36K – – –
MA
1017
MCF Advisors
Kentucky
$36K +$460 +37 +1%
HFM
1018
Hartford Financial Management
Connecticut
$36K +$8.78K +707 +30%
YWP
1019
YorkBridge Wealth Partners
New York
$36K +$19K +1,532 +89%
EWM
1020
Endurance Wealth Management
Rhode Island
$35K -$3.73K -300 -9%
PIM
1021
Parasol Investment Management
Illinois
$35K -$1.24K -100 -3%
PSC
1022
Prentiss Smith & Co
Vermont
$35K – – –
HT
1023
Heritage Trust
Oklahoma
$33K +$34.8K +2,800 New
CPIG
1024
Chicago Partners Investment Group
Illinois
$33K +$35.6K +2,863 New
ST
1025
Smithfield Trust
Pennsylvania
$30K -$1.86K -150 -5%