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Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
1901
Sharkey, Howes & Javer
Colorado
$87K – – –
BBA
1902
Braun-Bostich & Associates
Pennsylvania
$86K -$48.3K -894 -35%
PFA
1903
Pathway Financial Advisors
Vermont
$82K – – –
IR
1904
IAT Reinsurance
New York
$81K – – –
PA
1905
Perennial Advisors
New York
$80K – – –
LWA
1906
Lowe Wealth Advisors
Maryland
$79K -$22.7K -420 -22%
PWAG
1907
Polaris Wealth Advisory Group
California
$77K +$80.4K +1,489 New
BCM
1908
Blume Capital Management
California
$76K – – –
LWA
1909
Lenox Wealth Advisors
New York
$76K +$38.3K +710 +94%
PCFFS
1910
Pacific Center for Financial Services
California
$75K – – –
SIA
1911
SeaBridge Investment Advisors
New Jersey
$75K – – –
AIS
1912
Accurate Investment Solutions
Pennsylvania
$74K +$378 +7 +0.5%
SPL
1913
Smart Portfolios LLC
Washington
$74K +$77.2K +1,429 New
AWM
1914
Aevitas Wealth Management
Massachusetts
$73K +$6.59K +122 +10%
EARNEST Partners
1915
EARNEST Partners
Georgia
$72K – – –
DWA
1916
Divergent Wealth Advisors
Utah
$71K +$73.3K +1,357 New
MWM
1917
Mascoma Wealth Management
New Hampshire
$70K -$17K -314 -19%
RAM
1918
Riggs Asset Management
Pennsylvania
$70K – – –
ME
1919
McIlrath & Eck
Washington
$68K -$85.4K -1,582 -55%
OFS
1920
Orrstown Financial Services
Pennsylvania
$66K +$14.7K +272 +27%
ACA
1921
Atlas Capital Advisors
Wyoming
$63.9K +$66.4K +1,229 New
PS
1922
Portfolio Strategies
New York
$63K -$7.02K -130 -10%
MIP
1923
Mondrian Investment Partners
United Kingdom
$62K – – –
AIM
1924
Arcadia Investment Management
Michigan
$60K – – –
MBT
1925
Monroe Bank & Trust
Michigan
$59K -$2.81K -52 -4%