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Name Holding Trade Value Shares
Change
Change in
Stake
QAM
1826
QCI Asset Management
New York
$65K +$2.05K +12 +3%
GRP
1827
Global Retirement Partners
California
$63K – – –
NCM
1828
New Capital Management
Texas
$60K +$171 +1 +0.3%
OBWP
1829
O'Brien Wealth Partners
Massachusetts
$59K -$21K -123 -26%
RBC
1830
Roble Belko & Company
Pennsylvania
$59K – – –
FLI
1831
Family Legacy Inc
South Carolina
$59K +$61.3K +359 New
AIM
1832
ARK Investment Management
Florida
$58K +$60.1K +352 New
BRC
1833
Bell Rock Capital
Delaware
$55K -$51.9K -304 -48%
RWM
1834
Raffa Wealth Management
District of Columbia
$54.9K – – –
AWM
1835
AllSquare Wealth Management
New York
$54K +$15.2K +89 +37%
HI
1836
Harrington Investments
California
$52K – – –
PSC
1837
Prentiss Smith & Co
Vermont
$51K – – –
ACM
1838
AUA Capital Management
Pennsylvania
$50K -$15.4K -90 -23%
LFG
1839
LifePlan Financial Group
Ohio
$50K +$4.27K +25 +9%
EWM
1840
Edge Wealth Management
New York
$49K – – –
CWA
1841
Clarus Wealth Advisors
Arizona
$48K +$44.4K +260 New
TC
1842
Trilogy Capital
California
$47K +$28.2K +165 +134%
SAM
1843
Shamrock Asset Management
Texas
$44K – – –
WA
1844
WealthTrust-Arizona
Arizona
$43K – – –
IWP
1845
Icon Wealth Partners
Texas
$43K +$44.5K +261 New
LWA
1846
Lenox Wealth Advisors
New York
$40K -$106K -624 -72%
Loomis, Sayles & Company
1847
Loomis, Sayles & Company
Massachusetts
$40K – – –
CIA
1848
Cascade Investment Advisors
Oregon
$39.7K – – –
AIM
1849
Advantage Investment Management
Iowa
$39K -$29.7K -174 -42%
PFO
1850
Pathstone Family Office
New Jersey
$39K -$16.6K -97 -29%