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Name Holding Trade Value Shares
Change
Change in
Stake
DBG
2701
De Burlo Group
Massachusetts
$40K -$1.01M -22,787 -96%
WAS
2702
Winch Advisory Services
Wisconsin
$40K -$11K -247 -20%
OCM
2703
Osterweis Capital Management
California
$40K +$43.8K +988 New
JIR
2704
James Investment Research
Ohio
$39K
MCA
2705
Maryland Capital Advisors
Maryland
$39K
KFS
2706
Kelly Financial Services
Massachusetts
$38.6K +$44 +1 +0.1%
LPP
2707
Life Planning Partners
Florida
$38.5K
HL
2708
Harding Loevner
New Jersey
$36K
HWM
2709
HighMark Wealth Management
Minnesota
$36K +$311 +7 +0.8%
NICM
2710
Neo Ivy Capital Management
New York
$35K -$133K -3,003 -78%
MW
2711
Milestone Wealth
New York
$34K
Parallax Volatility Advisers
2712
Parallax Volatility Advisers
California
$34K +$26.6K +600 +230%
S
2713
Surevest
California
$33K
BSWA
2714
Bromfield Sneider Wealth Advisors
Massachusetts
$32K
MFT
2715
Moisand Fitzgerald Tamayo
Florida
$32K
KC
2716
Knuff & Co
California
$31K -$40.8K -920 -55%
AWMS
2717
Advocacy Wealth Management Services
Georgia
$31K
RCC
2718
Red Cedar Capital
Nebraska
$31K
BHWM
2719
Beaird Harris Wealth Management
Texas
$30K -$3.11K -70 -9%
IWP
2720
IAG Wealth Partners
Wisconsin
$30K
CQS
2721
Credential Qtrade Securities
$29.9K -$3.59K -81 -10%
CM
2722
Cornerstone Management
Georgia
$29.2K -$4.75K -107 -13%
EA
2723
Emerald Advisers
Pennsylvania
$29K +$266 +6 +0.8%
AIM
2724
Arcadia Investment Management
Michigan
$28K -$22.2K -500 -41%
GIA
2725
Goodwin Investment Advisory
Georgia
$28K