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Name Holding Trade Value Shares
Change
Change in
Stake
C
1676
Covestor
United Kingdom
$130K -$32.2K -175 -19%
VR
1677
Vision Retirement
New Jersey
$129K +$4.6K +25 +3%
NSIM
1678
North Star Investment Management
Illinois
$127K
DIP
1679
DT Investment Partners
Pennsylvania
$126K -$18.4K -100 -12%
NEWAS
1680
N.E.W. Advisory Services
Wisconsin
$126K
AIM
1681
Arcadia Investment Management
Michigan
$122K
CAL
1682
Capital Advisors Ltd
Ohio
$122K +$23K +125 +21%
SWM
1683
SHP Wealth Management
Massachusetts
$121K +$41.4K +225 +47%
GEA
1684
Glen Eagle Advisors
New Jersey
$118K +$64.4K +350 +100%
EWM
1685
Evermay Wealth Management
Virginia
$114K
RS
1686
Rakuten Securities
Japan
$114K +$92K +500 +286%
VNA
1687
Valley National Advisers
Pennsylvania
$109K -$32.2K -175 -21%
AFC
1688
Ares Financial Consulting
California
$109K +$87.4K +475 +271%
OCM
1689
Osterweis Capital Management
California
$105K -$4.6K -25 -4%
AWM
1690
Ameliora Wealth Management
Switzerland
$105K
FC
1691
Fairscale Capital
New Hampshire
$105K
MIFH
1692
Migdal Insurance & Financial Holdings
Israel
$105K
OCWP
1693
Owl Creek Wealth Partners
Colorado
$105K +$115K +625 New
SEP
1694
Signature Equity Partners
Ohio
$101K -$50.6K -275 -31%
WA
1695
Westfuller Advisors
New York
$97.4K -$36.8K -200 -26%
QWM
1696
Quaker Wealth Management
New Jersey
$93.5K
GKIM
1697
GW&K Investment Management
Massachusetts
$93K +$4.6K +25 +5%
MHR
1698
Matthew Hamilton Rosenberg
$92.6K
RF
1699
Rossby Financial
Florida
$92.1K +$4.6K +25 +5%
A
1700
Allianz
Germany
$90.9K +$1.05M +5,725 +74%