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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
226
Lenox Wealth Advisors
New York
$30K -$55.6K -1,210 -65%
EWM
227
Endurance Wealth Management
Rhode Island
$28K – – –
BWP
228
Baldwin Wealth Partners
Massachusetts
$27K – – –
TFS
229
TrustCore Financial Services
Tennessee
$26K – – –
PCG
230
Private Capital Group
Connecticut
$23K +$1.33K +29 +6%
LWCFA
231
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K – – –
ACS
232
Archford Capital Strategies
Illinois
$21K -$1.47K -32 -7%
OFS
233
Orrstown Financial Services
Pennsylvania
$21K – – –
MIP
234
Mondrian Investment Partners
United Kingdom
$21K +$92 +2 +0.6%
BFEC
235
Benjamin F. Edwards & Company
Missouri
$19K – – –
BlackRock
236
BlackRock
New York
$19K +$8.55K +186 +84%
Envestnet Asset Management
237
Envestnet Asset Management
Illinois
$18K -$3.03K -66 -15%
OSNBOA
238
Old Second National Bank of Aurora
Illinois
$18K – – –
JCM
239
Jacobi Capital Management
Pennsylvania
$18K +$11.9K +260 +217%
CF
240
Centaurus Financial
California
$18K +$17.4K +378 New
DSC
241
Duncker Streett & Co
Missouri
$16K – – –
PFA
242
Pathway Financial Advisors
Vermont
$16K – – –
HIM
243
Hillsdale Investment Management
Ontario, Canada
$16K +$827 +18 +6%
LWM
244
Lenox Wealth Management
Ohio
$15K -$2.48K -54 -14%
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$12K – – –
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$12K – – –
CTC
247
Central Trust Company
Missouri
$12K +$11.9K +259 New
LFA
248
Legacy Financial Advisors
Kentucky
$11K – – –
AIS
249
Accurate Investment Solutions
Pennsylvania
$10K -$6.16K -134 -39%
ASN
250
Advisory Services Network
Georgia
$10K -$3.63K -79 -28%