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Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$48K +$11.3K +455 +33%
LWA
402
Lenox Wealth Advisors
New York
$48K +$45.9K +1,845 New
SIAS
403
Shine Investment Advisory Services
Colorado
$42K -$13.8K -555 -26%
PFBT
404
Parkside Financial Bank & Trust
Missouri
$42K -$2.36K -95 -6%
BCI
405
Brinker Capital Investments
Pennsylvania
$40K
CA
406
Centerpoint Advisors
Massachusetts
$39K +$37.3K +1,500 New
TRCT
407
Tower Research Capital (TRC)
New York
$39K +$37.3K +1,500 New
RFS
408
Rockefeller Financial Services
New York
$38K -$110K -4,425 -75%
VCM
409
Vigilant Capital Management
Maine
$36K
LWM
410
Lenox Wealth Management
Ohio
$35K -$6.09K -245 -15%
CPP
411
Crow Point Partners
Massachusetts
$33K
MPWT
412
MassMutual Private Wealth & Trust
Connecticut
$32.6K +$31.1K +1,250 New
WA
413
Winfield Associates
Ohio
$30K -$2.36K -95 -8%
SWA
414
Sutton Wealth Advisors
Florida
$29.1K +$9.95K +400 +56%
NCM
415
Nelson Capital Management
California
$29K
VNA
416
Valley National Advisers
Pennsylvania
$27K +$25.7K +1,035 New
NSIM
417
North Star Investment Management
Illinois
$26K
SIC
418
Salem Investment Counselors
North Carolina
$26K
TCOV
419
Trust Company of Vermont
Vermont
$26K
FANJ
420
Financial Architects (New Jersey)
New Jersey
$25K -$2.24K -90 -9%
TWA
421
TCI Wealth Advisors
Arizona
$23K
AIL
422
AGF Investments LLC
Ontario, Canada
$21K +$8.7K +350 +81%
CHP
423
Cable Hill Partners
Oregon
$20K
SWP
424
Stratos Wealth Partners
Ohio
$20K +$19K +765 New
WT
425
Whittier Trust
California
$17K