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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
201
North Star Investment Management
Illinois
$24K
CCA
202
Catalyst Capital Advisors
New York
$23K
PMFA
203
Plante Moran Financial Advisors
Michigan
$23K
WAS
204
Winch Advisory Services
Wisconsin
$23K +$2.17K +150 +11%
EWM
205
Endurance Wealth Management
Rhode Island
$22K +$7.24K +500 +50%
IWM
206
IHT Wealth Management
Illinois
$20K
CPA
207
Clear Perspective Advisors
Illinois
$20K +$2.17K +150 +13%
AF
208
Allworth Financial
California
$19K -$883 -61 -5%
FWM
209
Focused Wealth Management
New York
$19K +$7.31K +505 +62%
TDC
210
Thompson Davis & Co
Virginia
$18K -$8.32K -575 -32%
CLOS
211
Compagnie Lombard Odier SCmA
Switzerland
$18K
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$17K +$8.68K +600 +111%
WAM
213
Watermark Asset Management
California
$15K -$72 -5 -0.5%
AA
214
AlphaMark Advisors
Kentucky
$15K
FPF
215
FNY Partners Fund
New York
$15K
IP
216
Isthmus Partners
Wisconsin
$15K
KPCM
217
Kings Point Capital Management
New York
$15K
TCOV
218
Trust Company of Vermont
Vermont
$15K
OC
219
Oakworth Capital
Alabama
$15K +$14.5K +1,000 New
PCC
220
Park Circle Company
Maryland
$15K +$14.5K +1,000 New
WEC
221
Winslow Evans & Crocker
Massachusetts
$14.5K
KF
222
Krilogy Financial
Missouri
$14K +$8.68K +600 +160%
OFW
223
Omnia Family Wealth
Florida
$12K
LWCFA
224
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K
WAM
225
Wealthspire Advisors (Maryland)
Maryland
$10K +$2.89K +200 +40%