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Name Holding Trade Value Shares
Change
Change in
Stake
KA
1651
Klingman & Associates
New York
$202K
GWM
1652
Greenwich Wealth Management
Connecticut
$201K -$19.2K -360 -9%
EWM
1653
Evermay Wealth Management
Virginia
$201K +$194K +3,649 New
OC
1654
Oarsman Capital
Wisconsin
$201K +$195K +3,660 New
RTS
1655
Round Table Services
New Jersey
$200K +$194K +3,640 New
GWS
1656
Glassman Wealth Services
Virginia
$197K +$83.7K +1,572 +78%
VCM
1657
Versant Capital Management
Arizona
$188K -$7.03K -132 -4%
SCM
1658
Southport Capital Management
Tennessee
$187K +$181K +3,404 New
TFO
1659
Tarbox Family Office
California
$180K +$373 +7 +0.2%
NYLT
1660
New York Life Trust
New York
$180K +$30.1K +566 +21%
LD
1661
Lipe & Dalton
New York
$178K
HR
1662
Howe & Rusling
New York
$177K +$8.14K +153 +5%
JG
1663
Jefferies Group
New York
$174K -$528K -9,920 -76%
JFA
1664
JNBA Financial Advisors
Minnesota
$174K +$5.11K +96 +3%
TWMP
1665
Taylor Wealth Management Partners
Massachusetts
$173K -$27.9K -524 -14%
SRP
1666
Saddle Road Partners
Nebraska
$173K
LWM
1667
LBA Wealth Management
Florida
$171K +$15.4K +289 +10%
SHJ
1668
Sharkey, Howes & Javer
Colorado
$168K -$94.8K -1,782 -37%
GXMC
1669
Global X Management Company
New York
$168K +$71.1K +1,336 +78%
BBPWM
1670
Blue Bell Private Wealth Management
Pennsylvania
$160K -$67K -1,258 -30%
BWA
1671
Burt Wealth Advisors
Maryland
$158K -$13.3K -249 -8%
SIG
1672
Stanford Investment Group
California
$157K
KF
1673
Krilogy Financial
Missouri
$157K +$48.5K +911 +47%
SEIA
1674
Signature Estate & Investment Advisors
California
$156K +$151K +2,830 New
HCM
1675
Highlander Capital Management
New Jersey
$155K