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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1701
Elmwood Wealth Management
California
$628K +$641K +18,643 New
WAS
1702
Winch Advisory Services
Wisconsin
$627K -$889K -25,861 -58%
KSA
1703
Ken Stern & Associates
California
$626K +$26.5K +772 +4%
GLA
1704
Good Life Advisors
Pennsylvania
$625K +$30.5K +886 +5%
NAM
1705
NorthCoast Asset Management
Connecticut
$624K +$637K +18,543 New
CMANY
1706
Capital Management Associates (New York)
New York
$620K -$39.8K -1,159 -6%
NEPWA
1707
New England Private Wealth Advisors
Massachusetts
$612K +$55.2K +1,607 +10%
CA
1708
Cambridge Advisors
Nebraska
$611K +$24.4K +710 +4%
NIA
1709
Northstar Investment Advisors
Colorado
$610K
PP
1710
Pegasus Partners
Wisconsin
$607K -$1.27M -36,971 -67%
SBL
1711
Sargent Bickham Lagudis
Colorado
$606K -$55.6K -1,618 -8%
MJP
1712
Michael J. Puzo
$606K -$28.1K -817 -4%
AWP
1713
Ascent Wealth Partners
New York
$606K +$47.7K +1,387 +8%
RHBC
1714
R.H. Bluestein & Co
Michigan
$605K -$21.7M -631,848 -97%
RWA
1715
River Wealth Advisors
Pennsylvania
$605K -$23.1K -673 -4%
BRC
1716
Bell Rock Capital
Delaware
$603K +$55.4K +1,611 +10%
WWM
1717
Windsor Wealth Management
Indiana
$601K -$5.02K -146 -0.8%
WAAG
1718
Wealth Alliance Advisory Group
Kansas
$601K +$119K +3,476 +24%
EGA
1719
Eagle Global Advisors
Texas
$600K -$30.8K -896 -5%
SOAMC
1720
Spirit of America Management Corp
New York
$600K
PCM
1721
Perritt Capital Management
Illinois
$598K -$1.99K -58 -0.3%
KIC
1722
Keating Investment Counselors
Florida
$598K
FRM
1723
Fox Run Management
Connecticut
$598K +$611K +17,766 New
RWA
1724
RGT Wealth Advisors
Texas
$597K -$112K -3,256 -16%
WIM
1725
Westside Investment Management
California
$593K +$69 +2 +0%