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Name Holding Trade Value Shares
Change
Change in
Stake
CWSR
2701
Chessman Wealth Strategies RIA
Texas
$240K +$14.1K +312 +6%
JFG
2702
JMG Financial Group
Illinois
$238K +$233K +5,148 New
PC
2703
Polar Capital
United Kingdom
$236K -$41.2M -907,688 -15%
BBP
2704
Banco BTG Pactual
Brazil
$233K
CWM
2705
Cedar Wealth Management
California
$231K +$32.1K +708 +17%
BAM
2706
Boyar Asset Management
New York
$226K -$47.2K -1,040 -18%
LFG
2707
LifePlan Financial Group
Ohio
$226K +$7.44K +164 +3%
IP
2708
Isthmus Partners
Wisconsin
$224K -$3.63K -80 -2%
HWA
2709
Heritage Way Advisors
Illinois
$224K +$220K +4,844 New
SCA
2710
Sander Capital Advisors
Washington
$222K -$1.08M -23,868 -83%
G
2711
Gainplan
Michigan
$220K
BCA
2712
Bernzott Capital Advisors
California
$220K +$216K +4,760 New
CJA
2713
C-J Advisory
California
$219K +$4.54K +100 +2%
HCM
2714
Hutner Capital Management
Vermont
$213K +$209K +4,600 New
JC
2715
Jentner Corp
Ohio
$208K +$204K +4,492 New
Barrow, Hanley, Mewhinney & Strauss
2716
Barrow, Hanley, Mewhinney & Strauss
Texas
$207K -$40.1K -884 -17%
FA
2717
Financial Advantage
Maryland
$207K +$203K +4,476 New
DIS
2718
Diversified Investment Strategies
Louisiana
$206K +$202K +4,444 New
FPIS
2719
Financial Planning & Information Services
Wisconsin
$205K -$29K -640 -13%
SCM
2720
Symons Capital Management
Pennsylvania
$205K +$200K +4,420 New
DCM
2721
Dynamic Capital Management
Jersey
$204K -$254K -5,600 -56%
ST
2722
Sageworth Trust
Pennsylvania
$200K -$41.4K -912 -17%
SA
2723
SRH Advisors
Kansas
$200K
RBC
2724
Roble Belko & Company
Pennsylvania
$176K -$2.72K -60 -2%
AI
2725
ArchPoint Investors
Florida
$172K