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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1901
Raffa Wealth Management
District of Columbia
$56.5K – – –
PSC
1902
Prentiss Smith & Co
Vermont
$56K – – –
AP
1903
Arlington Partners
Alabama
$55K +$54.1K +281 New
SAM
1904
Shamrock Asset Management
Texas
$52K – – –
WA
1905
WealthTrust-Arizona
Arizona
$52K – – –
FGC
1906
Financial Gravity Companies
Texas
$52K +$47.3K +246 New
PFO
1907
Pathstone Family Office
New Jersey
$48K -$31.4K -163 -40%
CIA
1908
Cascade Investment Advisors
Oregon
$47.5K – – –
AWM
1909
AllSquare Wealth Management
New York
$47K – – –
Loomis, Sayles & Company
1910
Loomis, Sayles & Company
Massachusetts
$47K – – –
BBA
1911
Braun-Bostich & Associates
Pennsylvania
$43K +$42.3K +220 New
GWA
1912
Guidant Wealth Advisors
Illinois
$39K -$12.9K -67 -25%
RAM
1913
Riggs Asset Management
Pennsylvania
$38K – – –
POIA
1914
Pin Oak Investment Advisors
Texas
$38K +$37.1K +193 New
BWA
1915
BDO Wealth Advisors
Florida
$36K +$21.7K +113 +157%
DSN
1916
D. Scott Neal
Kentucky
$35K – – –
ST
1917
Sageworth Trust
Pennsylvania
$35K – – –
PRS
1918
Pinkerton Retirement Specialists
Idaho
$32K – – –
PW
1919
Price Wealth
Texas
$32K +$32.1K +167 New
SIAS
1920
Shine Investment Advisory Services
Colorado
$29K – – –
AA
1921
AlphaMark Advisors
Kentucky
$26K – – –
SP
1922
SWS Partners
Ohio
$26K +$25.6K +133 New
AFIA
1923
America First Investment Advisors
Nebraska
$25K -$2.12K -11 -8%
SCA
1924
Stuart Chaussee & Associates
California
$25K +$24.4K +127 New
TDC
1925
Thompson Davis & Co
Virginia
$24K +$8.08K +42 +54%