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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1601
AllSquare Wealth Management
New York
$70K
SAM
1602
Solaris Asset Management
New York
$70K
RFWA
1603
RPg Family Wealth Advisory
Massachusetts
$70K -$31.2K -209 -31%
GWS
1604
Glassman Wealth Services
Virginia
$64K +$28.8K +193 +81%
OSAM
1605
O'Shaughnessy Asset Management
Connecticut
$63K +$1.04K +7 +2%
VOYA Investment Management
1606
VOYA Investment Management
Georgia
$57.7K -$243K -1,627 -0.4%
LYV
1607
Live Your Vision
Pennsylvania
$57K +$58.1K +389 New
CFN
1608
Cordasco Financial Network
Florida
$53K
MIP
1609
Mondrian Investment Partners
United Kingdom
$53K
JSAM
1610
J. Safra Asset Management
New York
$49K
TDC
1611
Thompson Davis & Co
Virginia
$44K -$49.4K -331 -52%
EWM
1612
Edge Wealth Management
New York
$44K
AOWM
1613
Alpha Omega Wealth Management
Virginia
$42K
PCP
1614
Proficio Capital Partners
Massachusetts
$41K
WCM
1615
Wealthcare Capital Management
Virginia
$40K +$299 +2 +0.7%
WA
1616
WealthTrust-Arizona
Arizona
$39K
AIC
1617
Ayalon Insurance Company
Israel
$35K
Loomis, Sayles & Company
1618
Loomis, Sayles & Company
Massachusetts
$35K
PFO
1619
Pathstone Family Office
New Jersey
$32K -$5.38K -36 -14%
MUS
1620
Mitsubishi UFJ Securities
Japan
$32K
RAM
1621
Riggs Asset Management
Pennsylvania
$28K
PFG
1622
Piershale Financial Group
Illinois
$28K +$149 +1 +0.5%
DSN
1623
D. Scott Neal
Kentucky
$26K
JWA
1624
JFS Wealth Advisors
Pennsylvania
$26K
PRS
1625
Pinkerton Retirement Specialists
Idaho
$24K