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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1826
New Capital Management
Texas
$64K – – –
OGC
1827
Oak Grove Capital
New Hampshire
$63K -$134K -777 -68%
RBC
1828
Roble Belko & Company
Pennsylvania
$63K – – –
NIM
1829
NuWave Investment Management
New Jersey
$61K -$25.5K -148 -30%
BRC
1830
Bell Rock Capital
Delaware
$60K +$344 +2 +0.6%
RWM
1831
Raffa Wealth Management
District of Columbia
$59.6K +$689 +4 +1%
AWM
1832
AllSquare Wealth Management
New York
$58K – – –
HI
1833
Harrington Investments
California
$56K – – –
PSC
1834
Prentiss Smith & Co
Vermont
$55K – – –
TC
1835
Trilogy Capital
California
$55K +$3.79K +22 +8%
PAMG
1836
Patton Albertson Miller Group
Tennessee
$55K +$61.8K +359 New
ACM
1837
AUA Capital Management
Pennsylvania
$54K – – –
LFG
1838
LifePlan Financial Group
Ohio
$54K – – –
EWM
1839
Edge Wealth Management
New York
$53K – – –
AP
1840
Arlington Partners
Alabama
$47K -$28.4K -165 -38%
WA
1841
WealthTrust-Arizona
Arizona
$46K – – –
PFO
1842
Pathstone Family Office
New Jersey
$45K +$3.1K +18 +8%
CIA
1843
Cascade Investment Advisors
Oregon
$42.6K – – –
AIM
1844
Advantage Investment Management
Iowa
$42K – – –
Loomis, Sayles & Company
1845
Loomis, Sayles & Company
Massachusetts
$42K – – –
SFA
1846
Spectrum Financial Alliance
Kentucky
$42K – – –
TFA
1847
Transamerica Financial Advisors
Florida
$42K +$39.3K +228 +3,800%
SWM
1848
Selective Wealth Management
Virginia
$42K +$41.2K +239 New
BAMG
1849
Brand Asset Management Group
Missouri
$39K – – –
CAL
1850
Capital Analysts LLC
Pennsylvania
$37K – – –