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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
1001
Tarbox Family Office
California
$42K
SFG
1002
Sage Financial Group
Pennsylvania
$41K
TF
1003
Tompkins Financial
New York
$41K
Financial Engines Advisors
1004
Financial Engines Advisors
California
$41K +$43.5K +3,502 New
RWM
1005
Raffa Wealth Management
District of Columbia
$40.7K -$1.21K -97 -3%
FFW
1006
Fusion Family Wealth
New York
$40K
PI
1007
PineBridge Investments
New York
$39K -$267K -21,477 -86%
FMII
1008
Farmers & Merchants Investments Inc
Nebraska
$38K -$9.94K -800 -20%
VIA
1009
Vantage Investment Advisors
Pennsylvania
$37K +$1.25K +101 +3%
EWM
1010
Edge Wealth Management
New York
$37K +$2.05K +165 +5%
FFC
1011
First Financial Corp
Indiana
$36K -$6.84K -551 -15%
QCMC
1012
Quantum Capital Management (California)
California
$36K
MA
1013
MCF Advisors
Kentucky
$36K +$460 +37 +1%
HFM
1014
Hartford Financial Management
Connecticut
$36K +$8.78K +707 +30%
YWP
1015
YorkBridge Wealth Partners
New York
$36K +$19K +1,532 +89%
EWM
1016
Endurance Wealth Management
Rhode Island
$35K -$3.73K -300 -9%
PIM
1017
Parasol Investment Management
Illinois
$35K -$1.24K -100 -3%
PSC
1018
Prentiss Smith & Co
Vermont
$35K
HT
1019
Heritage Trust
Oklahoma
$33K +$34.8K +2,800 New
CPIG
1020
Chicago Partners Investment Group
Illinois
$33K +$35.6K +2,863 New
ST
1021
Smithfield Trust
Pennsylvania
$30K -$1.86K -150 -5%
DOA
1022
D'Orazio & Associates
Virginia
$30K +$3.39K +273 +12%
LWM
1023
Lenox Wealth Management
Ohio
$29K
MFW
1024
Mosaic Family Wealth
Missouri
$29K +$12.4K +1,002 +68%
WOC
1025
West Oak Capital
California
$28.5K