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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
2301
Clarfeld Financial Advisors
New York
$86K +$85.9K +1,835 New
NEAM
2302
New England Asset Management
Connecticut
$84K – – –
CTB
2303
Country Trust Bank
Illinois
$84K +$24.8K +529 +42%
MWC
2304
MKD Wealth Coaches
Michigan
$84K +$84.3K +1,800 New
JWM
2305
Janiczek Wealth Management
Colorado
$83K – – –
NSG
2306
Nalls Sherbakoff Group
Tennessee
$83K +$82.4K +1,760 New
SA
2307
SRH Advisors
Kansas
$82K – – –
LYV
2308
Live Your Vision
Pennsylvania
$78K -$5.43K -116 -7%
CCM
2309
Copeland Capital Management
Pennsylvania
$78K +$77.7K +1,660 New
PO
2310
Private Ocean
California
$77K -$6.09K -130 -7%
LPC
2311
Loeb Partners Corp
New York
$76K +$77.3K +1,650 New
CPA
2312
Cowen Prime Advisors
New York
$75K – – –
TIM
2313
Tortoise Investment Management
New York
$73K +$14K +300 +24%
KL
2314
KWMG LLC
Kansas
$71K – – –
HS
2315
Horan Securities
United States
$68K – – –
RCG
2316
Ruggie Capital Group
Florida
$68K +$48K +1,025 +247%
SGS
2317
Sterling Global Strategies
California
$64.3K +$64.2K +1,371 New
LF
2318
Lee Financial
Texas
$63K -$18.4K -394 -23%
APSP
2319
Asset Planning Services (Pennsylvania)
Pennsylvania
$63K +$234 +5 +0.4%
RFWA
2320
RPg Family Wealth Advisory
Massachusetts
$62.8K – – –
TCM
2321
Tanaka Capital Management
New York
$62K – – –
TCM
2322
TD Capital Management
Tennessee
$62K +$4.21K +90 +7%
SIS
2323
Sound Income Strategies
Florida
$61K +$2.29K +49 +4%
CFA
2324
Camarda Financial Advisors
Florida
$57K -$64.6K -1,379 -53%
BHWM
2325
Bay Harbor Wealth Management
Maryland
$57K +$57.1K +1,219 New