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Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1201
Lazard Asset Management
New York
$12K
FMP
1202
Financial Management Professionals
Texas
$12K +$11.8K +113 New
MMG
1203
Monetary Management Group
Missouri
$11K -$232K -2,225 -96%
AWM
1204
AllSquare Wealth Management
New York
$11K
DOA
1205
D'Orazio & Associates
Virginia
$11K
FWM
1206
Focused Wealth Management
New York
$8K -$5.2K -50 -40%
IR
1207
Invictus RG
Bermuda
$7K -$1.77K -17 -20%
KIG
1208
Kessler Investment Group
Indiana
$7K
AC
1209
Alexandria Capital
Virginia
$7K +$729 +7 +13%
DSN
1210
D. Scott Neal
Kentucky
$7K +$3.64K +35 +130%
SA
1211
SRH Advisors
Kansas
$6K
WA
1212
WealthTrust-Arizona
Arizona
$6K +$104 +1 +2%
HIM
1213
Hillsdale Investment Management
Ontario, Canada
$6K +$2.08K +20 +57%
RAM
1214
Riggs Asset Management
Pennsylvania
$5K +$4.79K +46 New
AT
1215
Arden Trust
Delaware
$4.86K +$542K +5,206 +13%
CA
1216
Commerzbank Aktiengesellschaft
Germany
$4.24K +$737K +7,084 +22%
ARMC
1217
American Research & Management Company
Massachusetts
$4K
MFW
1218
Mosaic Family Wealth
Missouri
$4K
LWA
1219
Lowe Wealth Advisors
Maryland
$4K +$1.67K +16 +64%
TFA
1220
Transamerica Financial Advisors
Florida
$3K -$28.9K -278 -91%
CAL
1221
Capital Advisors Ltd
Ohio
$3K -$3.64K -35 -54%
HR
1222
Howe & Rusling
New York
$3K -$3.54K -34 -59%
BCFS
1223
Butensky & Cohen Financial Security
Florida
$3K
HFM
1224
Hartford Financial Management
Connecticut
$3K
TIM
1225
Tortoise Investment Management
New York
$3K