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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1001
Focused Wealth Management
New York
$25K – – –
EIP
1002
Ellis Investment Partners
Pennsylvania
$25K +$836 +11 +4%
CCMIC
1003
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$24K -$17.1M -225,462 -100%
MLFP
1004
MPS Loria Financial Planners
Illinois
$24K – – –
SFSIG
1005
San Francisco Sentry Investment Group
California
$24K – – –
MWP
1006
Meridian Wealth Partners
Pennsylvania
$24K +$22K +290 New
CA
1007
Crewe Advisors
Utah
$24K +$22.3K +294 New
TWA
1008
TCI Wealth Advisors
Arizona
$23K -$228 -3 -1%
VRM
1009
Vectors Research Management
New York
$23K – – –
GFPC
1010
Global Financial Private Client
Florida
$22.4K -$25.4K -334 -55%
NG
1011
NWK Group
California
$22K – – –
SQA
1012
Simon Quick Advisors
New Jersey
$22K +$20.3K +267 New
MAM
1013
Meeder Asset Management
Ohio
$21K +$3.72K +49 +23%
EWM
1014
Endurance Wealth Management
Rhode Island
$20K – – –
MCM
1015
Manchester Capital Management
Vermont
$20K – – –
BEI
1016
Benjamin Edwards Inc
Missouri
$20K +$18.7K +246 New
FIA
1017
FNY Investment Advisers
New York
$20K +$19K +250 New
CTC
1018
Central Trust Company
Missouri
$19K -$76K -1,000 -81%
JSC
1019
Jackson Square Capital
California
$19K – – –
BWA
1020
BDO Wealth Advisors
Florida
$18K – – –
ETI
1021
Enterprise Trust & Investment
California
$18K – – –
FMP
1022
Financial Management Professionals
Texas
$18K – – –
CAGAS
1023
Capital Advisory Group Advisory Services
Minnesota
$18K +$1.9K +25 +13%
CYG
1024
Clean Yield Group
Vermont
$18K +$16.4K +216 New
GEA
1025
Glen Eagle Advisors
New Jersey
$16.2K – – –