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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1726
MV Capital Management
Maryland
$128K – – –
CG
1727
Cutler Group
California
$126K +$63.7K +1,400 +100%
LWM
1728
Lenox Wealth Management
Ohio
$119K – – –
EWM
1729
Endurance Wealth Management
Rhode Island
$115K – – –
CFD
1730
Creative Financial Designs
Indiana
$113K -$7.78K -171 -6%
AIP
1731
Almanack Investment Partners
Pennsylvania
$111K -$32K -703 -22%
RFWA
1732
RPg Family Wealth Advisory
Massachusetts
$110K – – –
HCA
1733
Horan Capital Advisors
Ohio
$96K +$97.1K +2,134 New
MWPCG
1734
Measured Wealth Private Client Group
New Hampshire
$91K +$92.1K +2,025 New
LD
1735
Lipe & Dalton
New York
$90K – – –
WCMN
1736
Westchester Capital Management (Nebraska)
Nebraska
$90K – – –
GWS
1737
Glassman Wealth Services
Virginia
$89K +$728 +16 +0.8%
TCM
1738
Tradewinds Capital Management
Washington
$88K +$182 +4 +0.2%
CIA
1739
Cascade Investment Advisors
Oregon
$86.2K – – –
TWMP
1740
Taylor Wealth Management Partners
Massachusetts
$83K -$6.14K -135 -7%
FMP
1741
Financial Management Professionals
Texas
$82K -$5.64K -124 -6%
MA
1742
MCF Advisors
Kentucky
$82K +$9.1K +200 +12%
LWA
1743
Lowe Wealth Advisors
Maryland
$81K – – –
MAM
1744
Meeder Asset Management
Ohio
$78K -$46.7K -1,026 -37%
CAPTRUST Financial Advisors
1745
CAPTRUST Financial Advisors
North Carolina
$74K +$76.1K +1,673 New
ABA
1746
American Beacon Advisors
Texas
$67K – – –
LWA
1747
Lenox Wealth Advisors
New York
$61K +$455 +10 +0.7%
ST
1748
Sageworth Trust
Pennsylvania
$60K – – –
FA
1749
Financial Advantage
Maryland
$59K +$60.1K +1,321 New
CP
1750
Corbenic Partners
Pennsylvania
$56K – – –