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Name Holding Trade Value Shares
Change
Change in
Stake
HWP
1801
Hefty Wealth Partners
Indiana
$68K +$21.2K +600 +49%
JWA
1802
JFS Wealth Advisors
Pennsylvania
$66K -$392K -11,064 -86%
MWM
1803
MinichMacGregor Wealth Management
New York
$63K +$2.69K +76 +5%
ED
1804
Exane Derivatives
France
$62.5K -$876K -24,732 -94%
TFO
1805
Tarbox Family Office
California
$62K +$106 +3 +0.2%
CPA
1806
Cowen Prime Advisors
New York
$61K
DOA
1807
D'Orazio & Associates
Virginia
$60K
CCMW
1808
Cypress Capital Management (Wyoming)
Wyoming
$57.4K
BWA
1809
Burt Wealth Advisors
Maryland
$57K -$1.56K -44 -3%
BCI
1810
Brinker Capital Investments
Pennsylvania
$57K +$2.44K +69 +5%
LYV
1811
Live Your Vision
Pennsylvania
$57K +$53.5K +1,512 New
MIP
1812
Mondrian Investment Partners
United Kingdom
$53K
IWC
1813
Integrated Wealth Counsel
California
$53K +$39.3K +1,110 +381%
HW
1814
Hedeker Wealth
Illinois
$52K -$1.33M -37,513 -95%
DPA
1815
Delphi Private Advisors
California
$52K -$31.9K -901 -39%
AIC
1816
Ayalon Insurance Company
Israel
$51K
SA
1817
SRH Advisors
Kansas
$49K
BCMIO
1818
Beacon Capital Management Inc (Ohio)
Ohio
$47K -$173K -4,875 -80%
CAL
1819
Capital Advisors Ltd
Ohio
$42K
GWA
1820
Guidant Wealth Advisors
Illinois
$40K +$37.5K +1,060 New
SHJ
1821
Sharkey, Howes & Javer
Colorado
$39K
EDRE
1822
Edmond de Rothschild (Europe)
Luxembourg
$38K
RAM
1823
Riggs Asset Management
Pennsylvania
$38K
GBT
1824
Grove Bank & Trust
Florida
$36K +$33.6K +950 New
PCC
1825
Park Circle Company
Maryland
$34K