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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1701
Cranbrook Wealth Management
Michigan
$42K
OSNBOA
1702
Old Second National Bank of Aurora
Illinois
$40K
DVM
1703
Dreman Value Management
Florida
$39K -$1.07M -5,819 -96%
AWA
1704
Acorn Wealth Advisors
Michigan
$38K -$41.5K -226 -51%
LWM
1705
Lenox Wealth Management
Ohio
$38K +$16.3K +89 +66%
EWM
1706
Edge Wealth Management
New York
$34K
IDBONY
1707
Israel Discount Bank of New York
New York
$34K
MSFP
1708
Mark Sheptoff Financial Planning
Connecticut
$32K
1IA
1709
1834 Investment Advisors
Wisconsin
$31K -$140K -760 -81%
LBG
1710
Lloyds Banking Group
United Kingdom
$31K
PS
1711
Portfolio Strategies
New York
$30K
PSC
1712
Prentiss Smith & Co
Vermont
$26K
PFO
1713
Pathstone Family Office
New Jersey
$24K +$25.3K +138 New
NSB
1714
Norway Savings Bank
Maine
$23K -$2.94K -16 -10%
CCMW
1715
Cypress Capital Management (Wyoming)
Wyoming
$23K
CWM
1716
Catamount Wealth Management
Connecticut
$23K +$184 +1 +0.7%
PHK
1717
Point72 Hong Kong
Hong Kong
$23K +$24.6K +134 New
OGC
1718
Oak Grove Capital
New Hampshire
$22K +$23.5K +128 New
EWM
1719
Elmwood Wealth Management
California
$18.5K +$19.8K +108 New
NL
1720
NVWM LLC
Pennsylvania
$18K -$1.07M -5,824 -98%
PCM
1721
Princeton Capital Management
New Jersey
$18K +$19.5K +106 New
CFG
1722
CKW Financial Group
Hawaii
$17K
HFM
1723
Hartford Financial Management
Connecticut
$16K
CB
1724
CNB Bank
Pennsylvania
$15K -$9.18K -50 -37%
WWMSC
1725
Wagner Wealth Management (South Carolina)
South Carolina
$15K