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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1126
Lenox Wealth Advisors
New York
$79K – – –
LB
1127
Legacy Bridge
Iowa
$78K – – –
GRP
1128
Global Retirement Partners
California
$76K +$15.5K +96 +22%
AI
1129
ArchPoint Investors
Florida
$73K – – –
CFA
1130
Carroll Financial Associates
North Carolina
$69K +$2.1K +13 +3%
Loomis, Sayles & Company
1131
Loomis, Sayles & Company
Massachusetts
$69K +$76.6K +475 New
GWMIA
1132
Global Wealth Management Investment Advisory
Florida
$67K – – –
MAM
1133
Meeder Asset Management
Ohio
$64K -$2.42K -15 -3%
DP
1134
Denver PWM
Colorado
$61.5K +$69K +428 New
AIC
1135
Ayalon Insurance Company
Israel
$60K – – –
DWA
1136
Dougherty Wealth Advisers
Minnesota
$59K – – –
CA
1137
Crewe Advisors
Utah
$58K +$51K +316 +376%
GEA
1138
Glen Eagle Advisors
New Jersey
$56.5K +$49.7K +308 +385%
AWM
1139
AllSquare Wealth Management
New York
$54K – – –
CFGS
1140
Concourse Financial Group Securities
Alabama
$53K -$121K -752 -67%
VCM
1141
Versant Capital Management
Arizona
$52K – – –
SWA
1142
Sutton Wealth Advisors
Florida
$51.8K +$484 +3 +0.8%
TSW
1143
Thompson Siegel & Walmsley
Virginia
$51K – – –
BDS
1144
Banco de Sabadell
Florida
$51K +$56.4K +350 New
NSIM
1145
North Star Investment Management
Illinois
$48K +$53K +329 New
RFM
1146
Royal Fund Management
Florida
$46K +$11.3K +70 +28%
BC
1147
Barnett & Company
Tennessee
$44K -$12.1K -75 -20%
MCM
1148
Manchester Capital Management
Vermont
$44K – – –
WEC
1149
Winslow Evans & Crocker
Massachusetts
$44K – – –
SWP
1150
Strategic Wealth Partners
Ohio
$43.7K – – –