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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1126
Lenox Wealth Advisors
New York
$82K – – –
GRP
1127
Global Retirement Partners
California
$82K +$3.08K +20 +4%
LB
1128
Legacy Bridge
Iowa
$81K – – –
TF
1129
Tompkins Financial
New York
$80K -$14.2K -92 -15%
Loomis, Sayles & Company
1130
Loomis, Sayles & Company
Massachusetts
$79K +$7.24K +47 +10%
NSIM
1131
North Star Investment Management
Illinois
$77K +$27.7K +180 +55%
AI
1132
ArchPoint Investors
Florida
$76K – – –
AA
1133
Argent Advisors
Louisiana
$76K +$77.1K +500 New
GEA
1134
Glen Eagle Advisors
New Jersey
$74K +$15.6K +101 +26%
CQS
1135
Credential Qtrade Securities
$73.3K +$74.8K +485 New
AWA
1136
Arkadios Wealth Advisors
Georgia
$71.2K +$68K +441 New
LWM
1137
Liberty Wealth Management
California
$71K -$62.7K -407 -46%
GWMIA
1138
Global Wealth Management Investment Advisory
Florida
$68K -$1.7K -11 -2%
AA
1139
Advisory Alpha
Michigan
$67.4K -$27.7K -180 -30%
AIC
1140
Ayalon Insurance Company
Israel
$64K – – –
DWA
1141
Dougherty Wealth Advisers
Minnesota
$62K – – –
CA
1142
Crewe Advisors
Utah
$60K – – –
Cohen & Steers
1143
Cohen & Steers
New York
$59K +$25.6K +166 +75%
KPW
1144
Kore Private Wealth
New York
$59K +$60.4K +392 New
MPWT
1145
MassMutual Private Wealth & Trust
Connecticut
$57K +$35.8K +232 +160%
RWA
1146
Ropes Wealth Advisors
Massachusetts
$56K -$29.1K -189 -34%
AWM
1147
AllSquare Wealth Management
New York
$56K – – –
KWM
1148
Keebeck Wealth Management
Illinois
$56K +$57.6K +374 New
ATC
1149
Adirondack Trust Company
New York
$54K -$97.7K -634 -63%
SBL
1150
Sargent Bickham Lagudis
Colorado
$54K +$24.4K +158 +79%