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Name Holding Trade Value Shares
Change
Change in
Stake
LD
1776
Lipe & Dalton
New York
$66K +$4.71K +50 +8%
IRAG
1777
Investment Research & Advisory Group
Georgia
$66K +$61.7K +655 New
PG
1778
Proffitt & Goodson
Tennessee
$64K
CAL
1779
Capital Advisors Ltd
Ohio
$63K
EWA
1780
Evolution Wealth Advisors
Florida
$62K +$5.94K +63 +11%
BRC
1781
Bell Rock Capital
Delaware
$60K +$94 +1 +0.2%
TT
1782
TI-Trust
Illinois
$59K +$54.7K +580 New
CCM
1783
Cribstone Capital Management
Maine
$58K -$9.9K -105 -16%
EARNEST Partners
1784
EARNEST Partners
Georgia
$58K
SQA
1785
Simon Quick Advisors
New Jersey
$56K +$40.6K +431 +342%
LWA
1786
Lenox Wealth Advisors
New York
$53K -$33.9K -360 -41%
AWM
1787
AllSquare Wealth Management
New York
$53K
CA
1788
Centerpoint Advisors
Massachusetts
$53K
WCM
1789
Wealthcare Capital Management
Virginia
$49K +$8.3K +88 +22%
FA
1790
Fortis Advisors
Pennsylvania
$49K +$15.8K +168 +53%
FCMT
1791
Founders Capital Management (Texas)
Texas
$48K +$94 +1 +0.2%
PCFFS
1792
Pacific Center for Financial Services
California
$47K -$1.13K -12 -3%
BCM
1793
Bourgeon Capital Management
Connecticut
$44K
PP
1794
Pacifica Partners
Canada
$43K +$40K +424 New
IA
1795
IndexIQ Advisors
New York
$43K +$40.3K +427 New
CDIA
1796
Capital Directions Investment Advisors
Georgia
$42K
HGWM
1797
Harvest Group Wealth Management
Massachusetts
$41K
RWG
1798
Regal Wealth Group
California
$41K
RCWMU
1799
Rothschild & Co Wealth Management (UK)
United Kingdom
$40K
SL
1800
Savior LLC
Massachusetts
$40K +$37K +393 New