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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1901
Lenox Wealth Management
Ohio
$139K +$22.3K +395 +20%
AC
1902
Avestar Capital
New York
$138K +$2.88K +51 +2%
SMFS
1903
Squar Milner Financial Services
California
$133K +$130K +2,299 New
NSB
1904
Norway Savings Bank
Maine
$132K -$13K -230 -9%
AAP
1905
Arax Advisory Partners
Colorado
$130K +$10K +178 +9%
CAL
1906
Capital Advisors Ltd
Ohio
$129K
CT
1907
Clearstead Trust
Maine
$127K +$123K +2,186 New
FMP
1908
Financial Management Professionals
Texas
$125K -$68.8K -1,220 -36%
TCM
1909
TD Capital Management
Tennessee
$125K
ACM
1910
AUA Capital Management
Pennsylvania
$123K
TJHA
1911
Thomas J. Herzfeld Advisors
Florida
$121K
TVWM
1912
Tower View Wealth Management
Wisconsin
$112K
MWM
1913
MinichMacGregor Wealth Management
New York
$112K +$5.87K +104 +6%
BC
1914
Barnett & Company
Tennessee
$111K +$3.61K +64 +3%
CFD
1915
Creative Financial Designs
Indiana
$111K +$65.9K +1,168 +155%
PO
1916
Private Ocean
California
$110K
TWMP
1917
Taylor Wealth Management Partners
Massachusetts
$110K
MFW
1918
Mosaic Family Wealth
Missouri
$108K +$2.31K +41 +2%
HR
1919
Howe & Rusling
New York
$105K -$27.6K -489 -21%
IWP
1920
Icon Wealth Partners
Texas
$98K -$119K -2,109 -55%
SHJ
1921
Sharkey, Howes & Javer
Colorado
$98K
BBA
1922
Braun-Bostich & Associates
Pennsylvania
$95K
IR
1923
IAT Reinsurance
New York
$90K
PA
1924
Perennial Advisors
New York
$89K
LWA
1925
Lowe Wealth Advisors
Maryland
$88K