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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1601
Advantage Investment Management
Iowa
$82K -$23.7K -159 -22%
GAM
1602
Gemmer Asset Management
California
$79K – – –
CBT
1603
Central Bank & Trust
Kentucky
$77K – – –
AWM
1604
AllSquare Wealth Management
New York
$70K – – –
SAM
1605
Solaris Asset Management
New York
$70K – – –
RFWA
1606
RPg Family Wealth Advisory
Massachusetts
$70K -$31.2K -209 -31%
GWS
1607
Glassman Wealth Services
Virginia
$64K +$28.8K +193 +81%
OSAM
1608
O'Shaughnessy Asset Management
Connecticut
$63K +$1.04K +7 +2%
LYV
1609
Live Your Vision
Pennsylvania
$57K +$58.1K +389 New
CFN
1610
Cordasco Financial Network
Florida
$53K – – –
MIP
1611
Mondrian Investment Partners
United Kingdom
$53K – – –
JSAM
1612
J. Safra Asset Management
New York
$49K – – –
TDC
1613
Thompson Davis & Co
Virginia
$44K -$49.4K -331 -52%
EWM
1614
Edge Wealth Management
New York
$44K – – –
AOWM
1615
Alpha Omega Wealth Management
Virginia
$42K – – –
PCP
1616
Proficio Capital Partners
Massachusetts
$41K – – –
WCM
1617
Wealthcare Capital Management
Virginia
$40K +$299 +2 +0.7%
WA
1618
WealthTrust-Arizona
Arizona
$39K – – –
AIC
1619
Ayalon Insurance Company
Israel
$35K – – –
Loomis, Sayles & Company
1620
Loomis, Sayles & Company
Massachusetts
$35K – – –
PFO
1621
Pathstone Family Office
New Jersey
$32K -$5.38K -36 -14%
MUS
1622
Mitsubishi UFJ Securities
Japan
$32K – – –
RAM
1623
Riggs Asset Management
Pennsylvania
$28K – – –
PFG
1624
Piershale Financial Group
Illinois
$28K +$149 +1 +0.5%
DSN
1625
D. Scott Neal
Kentucky
$26K – – –