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Name Holding Trade Value Shares
Change
Change in
Stake
TDC
2201
Thompson Davis & Co
Virginia
$49K -$87.1K -2,553 -64%
LWM
2202
Lenox Wealth Management
Ohio
$49K -$11.4K -333 -19%
RWM
2203
Raffa Wealth Management
District of Columbia
$48K -$4.98K -146 -9%
RCC
2204
Red Cedar Capital
Nebraska
$47K +$46.7K +1,370 New
SHJ
2205
Sharkey, Howes & Javer
Colorado
$45K
LIM
2206
Lagoda Investment Management
New York
$44K
WAM
2207
Watermark Asset Management
California
$41K +$307 +9 +0.8%
VEA
2208
Virtus ETF Advisers
New York
$37K +$36.7K +1,076 New
CIM
2209
Contravisory Investment Management
Massachusetts
$36K -$4.64K -136 -11%
CFN
2210
Cordasco Financial Network
Florida
$36K
LGWM
2211
Litman Gregory Wealth Management
California
$36K
PS
2212
Portfolio Solutions
Michigan
$33K +$68 +2 +0.2%
PFO
2213
Pathstone Family Office
New Jersey
$28K -$750 -22 -3%
WCM
2214
Wealthcare Capital Management
Virginia
$28K +$3.58K +105 +15%
GF
2215
Goodman Financial
Texas
$28K +$28K +820 New
FFG
2216
Ford Financial Group
California
$28K +$28.1K +824 New
IF
2217
Ironwood Financial
Arizona
$27K
BCI
2218
Brinker Capital Investments
Pennsylvania
$26K -$1.43K -42 -5%
CWM
2219
Cedar Wealth Management
California
$24K
GWA
2220
Guidant Wealth Advisors
Illinois
$18K -$23.1K -677 -56%
LBG
2221
Lloyds Banking Group
United Kingdom
$16K
AWMS
2222
Advocacy Wealth Management Services
Georgia
$15K +$2.49K +73 +20%
CFG
2223
CKW Financial Group
Hawaii
$14K
KIG
2224
Kessler Investment Group
Indiana
$13K
TCM
2225
TD Capital Management
Tennessee
$13K