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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1701
Harvest Fund Management
China
$42K -$136K -782 -76%
Loomis, Sayles & Company
1702
Loomis, Sayles & Company
Massachusetts
$42K
AWM
1703
AllSquare Wealth Management
New York
$42K +$41.4K +239 New
LA
1704
Legacy Advisors
Pennsylvania
$37K +$4.85K +28 +15%
BWL
1705
Bogart Wealth LLC
Virginia
$37K +$35.9K +207 New
RAM
1706
Riggs Asset Management
Pennsylvania
$34K
WPC
1707
White Pine Capital
Minnesota
$34K -$19.8K -114 -0.1%
DSN
1708
D. Scott Neal
Kentucky
$31K
ST
1709
Sageworth Trust
Pennsylvania
$31K
CG
1710
Corundum Group
Colorado
$29.4K -$25.4M -146,774 -90%
PRS
1711
Pinkerton Retirement Specialists
Idaho
$29K
WCM
1712
Wealthcare Capital Management
Virginia
$28K +$347 +2 +1%
SIAS
1713
Shine Investment Advisory Services
Colorado
$26K +$20.6K +119 +410%
AFIA
1714
America First Investment Advisors
Nebraska
$24K
CFD
1715
Creative Financial Designs
Indiana
$24K
AA
1716
AlphaMark Advisors
Kentucky
$23K
WIM
1717
Westside Investment Management
California
$21.4K
AWMS
1718
Advocacy Wealth Management Services
Georgia
$21K
WAM
1719
Watermark Asset Management
California
$18K
HH
1720
HWG Holdings
Texas
$17K
NC
1721
NewSquare Capital
Pennsylvania
$15K
TDC
1722
Thompson Davis & Co
Virginia
$14K -$9.88K -57 -42%
PS
1723
Portfolio Solutions
Michigan
$13K -$215K -1,238 -95%
BWA
1724
BDO Wealth Advisors
Florida
$13K -$54.4K -314 -81%
CIM
1725
Contravisory Investment Management
Massachusetts
$13K +$13.3K +77 New