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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
951
Edge Wealth Management
New York
$13K – – –
MCM
952
MV Capital Management
Maryland
$13K +$2.7K +58 +24%
BWP
953
Baldwin Wealth Partners
Massachusetts
$13K +$14K +300 New
PS
954
Portfolio Strategies
New York
$12K -$8.16K -175 -39%
LWA
955
Lenox Wealth Advisors
New York
$12K -$3.17K -68 -20%
BFC
956
Bedel Financial Consulting
Indiana
$12K – – –
LWCFA
957
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K – – –
FMTCOCP
958
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K +$3.5K +75 +38%
TAIM
959
TD Ameritrade Investment Management
Nebraska
$12K +$12.5K +268 New
VCM
960
Versant Capital Management
Arizona
$11K -$6.15K -132 -33%
MWM
961
Mascoma Wealth Management
New Hampshire
$11K – – –
Barrow, Hanley, Mewhinney & Strauss
962
Barrow, Hanley, Mewhinney & Strauss
Texas
$11K +$2.19K +47 +22%
BWM
963
Baystate Wealth Management
Massachusetts
$11K +$3.17K +68 +37%
CAW
964
Cornerstone Advisors (Washington)
Washington
$11K +$3.22K +69 +39%
PW
965
Price Wealth
Texas
$11K +$7.97K +171 +228%
VIA
966
Vantage Investment Advisors
Pennsylvania
$10K -$27.6K -592 -72%
Carson Wealth (CWM LLC)
967
Carson Wealth (CWM LLC)
Nebraska
$10K -$326 -7 -3%
BWA
968
Burt Wealth Advisors
Maryland
$10K – – –
SIM
969
Sonora Investment Management
Arizona
$10K – – –
TIM
970
Tortoise Investment Management
New York
$10K – – –
WAS
971
Winch Advisory Services
Wisconsin
$10K +$93 +2 +0.9%
M
972
MOTCO
Texas
$9K -$82.5K -1,770 -90%
EA
973
Edge Advisors
Georgia
$9K -$46.6K -1,000 -82%
FWM
974
Focused Wealth Management
New York
$9K – – –
JWA
975
JFS Wealth Advisors
Pennsylvania
$9K – – –