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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2151
Lenox Wealth Management
Ohio
$53K
TVWM
2152
Tower View Wealth Management
Wisconsin
$51K
WAM
2153
Watermark Asset Management
California
$47K +$4.96K +145 +12%
MWM
2154
MinichMacGregor Wealth Management
New York
$44K -$12.6K -370 -22%
ACA
2155
Atlas Capital Advisors
Wyoming
$39.5K -$408K -11,948 -92%
TDC
2156
Thompson Davis & Co
Virginia
$38K +$4.34K +127 +13%
CIM
2157
Contravisory Investment Management
Massachusetts
$37K
VEA
2158
Virtus ETF Advisers
New York
$37K
AP
2159
Arlington Partners
Alabama
$36K
BIMC
2160
Benson Investment Management Company
Virginia
$36K
FBT
2161
First Bank & Trust
South Dakota
$33K +$32.5K +950 New
PWAG
2162
Polaris Wealth Advisory Group
California
$30K -$210K -6,143 -87%
BC
2163
Barnett & Company
Tennessee
$29K +$3.11K +91 +12%
ST
2164
Sageworth Trust
Pennsylvania
$29K +$14.3K +417 +99%
IF
2165
Ironwood Financial
Arizona
$27K
NCM
2166
New Capital Management
Texas
$26K +$239 +7 +0.9%
IP
2167
Isthmus Partners
Wisconsin
$25K
RCC
2168
Red Cedar Capital
Nebraska
$25K
CWM
2169
Cedar Wealth Management
California
$24K
WCM
2170
Wealthcare Capital Management
Virginia
$24K
PO
2171
Private Ocean
California
$22K
GWA
2172
Guidant Wealth Advisors
Illinois
$20K
WAS
2173
Winch Advisory Services
Wisconsin
$19K -$617K -18,065 -97%
AWMS
2174
Advocacy Wealth Management Services
Georgia
$19K
KIG
2175
Kessler Investment Group
Indiana
$18K +$5.37K +157 +43%