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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1601
Lenox Wealth Advisors
New York
$33K +$18.6K +740 +145%
WAM
1602
Wallington Asset Management
Indiana
$32K +$30K +1,196 New
FPCG
1603
Fort Pitt Capital Group
Pennsylvania
$29.3K +$2.21K +88 +9%
SMA
1604
Simply Money Advisors
Ohio
$28K +$21.9K +872 +466%
CP
1605
Corbenic Partners
Pennsylvania
$25K +$3.34K +133 +17%
RI
1606
Redwood Investments
Massachusetts
$20K
JT
1607
Jump Trading
Illinois
$20K +$18.6K +741 New
RWM
1608
Raffa Wealth Management
District of Columbia
$19.9K -$3.42K -136 -15%
BCI
1609
Brinker Capital Investments
Pennsylvania
$19K +$17.6K +702 New
LWM
1610
Lenox Wealth Management
Ohio
$17K -$152K -6,062 -95%
SFPIA
1611
Stevens First Principles Investment Advisors
California
$12K +$11.1K +444 New
CIM
1612
Contravisory Investment Management
Massachusetts
$11K
PIA
1613
Piedmont Investment Advisors
North Carolina
$9.89K -$2.51K -100 -21%
BCMIO
1614
Beacon Capital Management Inc (Ohio)
Ohio
$9K +$628 +25 +8%
SGAM
1615
Smith Group Asset Management
Texas
$7K +$276 +11 +4%
LWM
1616
LBA Wealth Management
Florida
$5K -$6.43K -256 -56%
CPA
1617
Cowen Prime Advisors
New York
$5K -$151 -6 -3%
TFMS
1618
Trust & Fiduciary Management Services
Massachusetts
$4K
NMIS
1619
Northwestern Mutual Investment Services
Wisconsin
$2K +$1.66K +66 New
PWAG
1620
Polaris Wealth Advisory Group
California
$1K -$32.3K -1,287 -98%
N
1621
Natixis
France
-$201M -7,552,342 Closed
WI
1622
WBI Investments
New Jersey
-$27.4M -1,030,570 Closed
ADEF
1623
Adams Diversified Equity Fund
Maryland
-$19M -713,636 Closed
SM
1624
Seminole Management
New York
-$16.7M -628,550 Closed
WA
1625
Wasatch Advisors
Utah
-$15.6M -586,701 Closed