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Name Holding Trade Value Shares
Change
Change in
Stake
ICM
1501
Islay Capital Management
Texas
$86K +$75.9K +14,600 New
BC
1502
Belmont Capital
California
$85K +$74.9K +14,400 New
SLF
1503
Sun Life Financial
Ontario, Canada
$84K -$30.2K -5,800 -29%
TFA
1504
Tobias Financial Advisors
Florida
$84K +$74.9K +14,400 New
OAJ
1505
Ogorek Anthony Joseph
New York
$82K +$6.66K +1,280 +10%
FP
1506
Financial Perspectives
Minnesota
$81K +$71.6K +13,760 New
WC
1507
Whitnell & Co
Illinois
$79K
GI
1508
Gradient Investments
Minnesota
$76K +$23.7K +4,560 +55%
SC
1509
Solstein Capital
California
$76K +$67.4K +12,960 New
LWM
1510
Liberty Wealth Management
California
$75K +$6.24K +1,200 +10%
CIM
1511
Contravisory Investment Management
Massachusetts
$75K +$66.2K +12,720 New
FCA
1512
FinTrust Capital Advisors
South Carolina
$74K
LWA
1513
Lenox Wealth Advisors
New York
$72K +$1.66K +320 +3%
KPW
1514
Kore Private Wealth
New York
$72K +$63.7K +12,240 New
BCM
1515
Birch Capital Management
Texas
$71K +$62.4K +12,000 New
RWA
1516
Ropes Wealth Advisors
Massachusetts
$66K -$15.6K -3,000 -21%
EARNEST Partners
1517
EARNEST Partners
Georgia
$66K
AFS
1518
Aft Forsyth & Sober
Florida
$65K +$57.2K +11,000 New
APWM
1519
Atlas Private Wealth Management
New York
$65K +$57.2K +11,000 New
PFPT
1520
Pinnacle Financial Partners (Tennessee)
Tennessee
$65K +$57.2K +11,000 New
JFGIW
1521
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59K +$52K +10,000 New
FPS
1522
Fieldpoint Private Securities
Connecticut
$58K +$624 +120 +1%
BWM
1523
Baystate Wealth Management
Massachusetts
$57K -$624 -120 -1%
CWAF
1524
Core Wealth Advisors (Florida)
Florida
$56K +$49.1K +9,440 New
RMAM
1525
Raab & Moskowitz Asset Management
New Jersey
$56K +$49.9K +9,600 New