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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
226
Optimum Investment Advisors
Illinois
$38K -$39.6K -861 -51%
LWA
227
Lenox Wealth Advisors
New York
$30K -$55.6K -1,210 -65%
EWM
228
Endurance Wealth Management
Rhode Island
$28K
BWP
229
Baldwin Wealth Partners
Massachusetts
$27K
TFS
230
TrustCore Financial Services
Tennessee
$26K
PCG
231
Private Capital Group
Connecticut
$23K +$1.33K +29 +6%
LWCFA
232
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K
ACS
233
Archford Capital Strategies
Illinois
$21K -$1.47K -32 -7%
OFS
234
Orrstown Financial Services
Pennsylvania
$21K
MIP
235
Mondrian Investment Partners
United Kingdom
$21K +$92 +2 +0.6%
BFEC
236
Benjamin F. Edwards & Company
Missouri
$19K
BlackRock
237
BlackRock
New York
$19K +$8.55K +186 +84%
Envestnet Asset Management
238
Envestnet Asset Management
Illinois
$18K -$3.03K -66 -15%
OSNBOA
239
Old Second National Bank of Aurora
Illinois
$18K
JCM
240
Jacobi Capital Management
Pennsylvania
$18K +$11.9K +260 +217%
CF
241
Centaurus Financial
California
$18K +$17.4K +378 New
DSC
242
Duncker Streett & Co
Missouri
$16K
PFA
243
Pathway Financial Advisors
Vermont
$16K
HIM
244
Hillsdale Investment Management
Ontario, Canada
$16K +$827 +18 +6%
LWM
245
Lenox Wealth Management
Ohio
$15K -$2.48K -54 -14%
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
$12K
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$12K
CTC
248
Central Trust Company
Missouri
$12K +$11.9K +259 New
LFA
249
Legacy Financial Advisors
Kentucky
$11K
AIS
250
Accurate Investment Solutions
Pennsylvania
$10K -$6.16K -134 -39%