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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
2401
Genesee Capital Advisors
New York
$564K +$301K +12,000 +139%
IWA
2402
IVC Wealth Advisors
Pennsylvania
$561K +$66.7K +2,660 +15%
HR
2403
Howe & Rusling
New York
$557K -$97.8K -3,900 -16%
HP
2404
HT Partners
Connecticut
$557K – – –
MAG
2405
MRA Advisory Group
New Jersey
$554K -$515K -20,520 -50%
AP
2406
Arlington Partners
Alabama
$554K +$7.02K +280 +1%
TA
2407
TruWealth Advisors
Louisiana
$553K -$30.6K -1,220 -6%
AHB
2408
Abner Herrman & Brock
New Jersey
$552K -$81K -3,230 -14%
FA
2409
Forefront Analytics
Pennsylvania
$552K -$35.1K -1,400 -6%
Modera Wealth Management
2410
Modera Wealth Management
New Jersey
$551K -$887K -35,350 -64%
LPIC
2411
LeJeune Puetz Investment Counsel
Michigan
$551K – – –
Cohen & Steers
2412
Cohen & Steers
New York
$551K +$118K +4,700 +30%
JPLA
2413
Joseph P. Lucia & Associates
New York
$551K +$146K +5,840 +41%
LWP
2414
Lumature Wealth Partners
Georgia
$550K -$219K -8,730 -30%
Cantor Fitzgerald
2415
Cantor Fitzgerald
New York
$549K +$505K +20,120 New
1CP
2416
17 Capital Partners
Arizona
$548K +$18.8K +750 +4%
LWA
2417
Lineweaver Wealth Advisors
Ohio
$548K +$25.1K +1,000 +5%
PHM
2418
Prospect Hill Management
New Jersey
$547K +$503K +20,050 New
ECM
2419
EMC Capital Management
Texas
$546K – – –
NB
2420
Northwest Bancshares
Pennsylvania
$546K – – –
RFP
2421
Roth Financial Partners
Texas
$546K – – –
SAM
2422
Silphium Asset Management
United Kingdom
$546K +$251K +10,000 +100%
MA
2423
MAS Advisors
Florida
$545K +$146K +5,830 +42%
CCA
2424
Cobblestone Capital Advisors
New York
$544K -$7.52K -300 -1%
NAS
2425
Nicolet Advisory Services
Wisconsin
$544K +$165K +6,570 +39%