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Name Holding Trade Value Shares
Change
Change in
Stake
CJA
1701
C-J Advisory
California
$45K – – –
NC
1702
NewSquare Capital
Pennsylvania
$45K – – –
AIM
1703
Arcadia Investment Management
Michigan
$43K – – –
SIM
1704
Sonora Investment Management
Arizona
$42.8K +$3.3K +18 +8%
CWM
1705
Cranbrook Wealth Management
Michigan
$42K – – –
OSNBOA
1706
Old Second National Bank of Aurora
Illinois
$40K – – –
DVM
1707
Dreman Value Management
Florida
$39K -$1.07M -5,819 -96%
AWA
1708
Acorn Wealth Advisors
Michigan
$38K -$41.5K -226 -51%
LWM
1709
Lenox Wealth Management
Ohio
$38K +$16.3K +89 +66%
EWM
1710
Edge Wealth Management
New York
$34K – – –
IDBONY
1711
Israel Discount Bank of New York
New York
$34K – – –
MSFP
1712
Mark Sheptoff Financial Planning
Connecticut
$32K – – –
1IA
1713
1834 Investment Advisors
Wisconsin
$31K -$140K -760 -81%
LBG
1714
Lloyds Banking Group
United Kingdom
$31K – – –
PS
1715
Portfolio Strategies
New York
$30K – – –
PSC
1716
Prentiss Smith & Co
Vermont
$26K – – –
PFO
1717
Pathstone Family Office
New Jersey
$24K +$25.3K +138 New
NSB
1718
Norway Savings Bank
Maine
$23K -$2.94K -16 -10%
CCMW
1719
Cypress Capital Management (Wyoming)
Wyoming
$23K – – –
CWM
1720
Catamount Wealth Management
Connecticut
$23K +$184 +1 +0.7%
PHK
1721
Point72 Hong Kong
Hong Kong
$23K +$24.6K +134 New
OGC
1722
Oak Grove Capital
New Hampshire
$22K +$23.5K +128 New
EWM
1723
Elmwood Wealth Management
California
$18.5K +$19.8K +108 New
NL
1724
NVWM LLC
Pennsylvania
$18K -$1.07M -5,824 -98%
PCM
1725
Princeton Capital Management
New Jersey
$18K +$19.5K +106 New