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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1451
Lenox Wealth Advisors
New York
$11K +$12.7K +200 New
FWM
1452
Focused Wealth Management
New York
$10K -$159K -2,500 -93%
TIM
1453
Tortoise Investment Management
New York
$10K – – –
NWM
1454
Northwest Wealth Management
Iowa
$10K +$11.2K +175 New
LBG
1455
Lloyds Banking Group
United Kingdom
$9K – – –
SIS
1456
Sound Income Strategies
Florida
$9K +$8.47K +133 +493%
BFC
1457
Bedel Financial Consulting
Indiana
$9K +$10.1K +158 New
AP
1458
Arlington Partners
Alabama
$9K +$10.3K +162 New
TRCT
1459
Tower Research Capital (TRC)
New York
$8K -$1.58M -24,718 -99%
SLF
1460
Sun Life Financial
Ontario, Canada
$7.75K -$242K -3,791 -90%
CPA
1461
Clear Perspective Advisors
Illinois
$7K +$2.42K +38 +46%
ACA
1462
Atlas Capital Advisors
Wyoming
$6.76K +$7.77K +122 New
BL
1463
Balentine LLC
Georgia
$6K -$1.74M -27,331 -100%
BWA
1464
Burt Wealth Advisors
Maryland
$6K – – –
CC
1465
Claybrook Capital
Massachusetts
$6K – – –
TCM
1466
TD Capital Management
Tennessee
$6K – – –
RAM
1467
Riggs Asset Management
Pennsylvania
$5K – – –
CWM
1468
Cranbrook Wealth Management
Michigan
$4K – – –
FFW
1469
Fusion Family Wealth
New York
$4K – – –
FPFS
1470
First Personal Financial Services
North Carolina
$3K -$242K -3,793 -99%
CFD
1471
Creative Financial Designs
Indiana
$3K – – –
SGAM
1472
Smith Group Asset Management
Texas
$3K – – –
LF
1473
Lee Financial
Texas
$3K +$3.63K +57 New
GI
1474
GS Investments
Minnesota
$2.77K +$3.19K +50 New
WAS
1475
Winch Advisory Services
Wisconsin
$2K +$1.27K +20 +200%