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Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
1701
Lake Point Wealth Management
Texas
$65K +$64.8K +971 New
IBOK
1702
Independence Bank of Kentucky
Kentucky
$63K -$113K -1,691 -64%
AP
1703
Atwood & Palmer
Missouri
$61K – – –
TIM
1704
Tortoise Investment Management
New York
$61K – – –
BBL
1705
Beck Bode LLC
Massachusetts
$61K +$60.4K +906 New
EI
1706
Ellevest Inc
New York
$59K +$36.2K +542 +161%
TLCM
1707
Twin Lakes Capital Management
California
$58K – – –
AIC
1708
Archer Investment Corporation
Indiana
$56.1K +$1.4K +21 +3%
BG
1709
Bollard Group
Massachusetts
$56K – – –
EARNEST Partners
1710
EARNEST Partners
Georgia
$56K – – –
PGAM
1711
Princeton Global Asset Management
New Jersey
$56K – – –
WWM
1712
Wolff Wiese Magana
California
$56K +$5.94K +89 +12%
CFFP
1713
Center for Financial Planning
Michigan
$56K +$16.1K +241 +41%
SB
1714
Strategic Blueprint
Georgia
$56K +$56K +840 New
CHC
1715
City Holding Co
West Virginia
$55K +$4.67K +70 +9%
LWA
1716
Lenox Wealth Advisors
New York
$54K -$1.87K -28 -3%
OSNBOA
1717
Old Second National Bank of Aurora
Illinois
$54K – – –
IP
1718
Isthmus Partners
Wisconsin
$54K +$53.4K +800 New
TFIPS
1719
Towarzystwo Funduszy Inwestycyjnych PZU SA
$53.8K – – –
KFS
1720
Kelly Financial Services
Massachusetts
$53.1K – – –
AWM
1721
Accel Wealth Management
Iowa
$53K +$6.67K +100 +15%
IF
1722
Ironwood Financial
Arizona
$52K -$4.4K -66 -8%
AFS
1723
Annapolis Financial Services
Maryland
$52K – – –
SFG
1724
Sage Financial Group
Pennsylvania
$52K – – –
SA
1725
SRH Advisors
Kansas
$52K – – –