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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1551
Burt Wealth Advisors
Maryland
$32K -$36.9K -370 -52%
JSAM
1552
J. Safra Asset Management
New York
$31K -$505K -5,067 -94%
CAW
1553
Cornerstone Advisors (Washington)
Washington
$31K – – –
TJHA
1554
Thomas J. Herzfeld Advisors
Florida
$30K – – –
CFS
1555
Commonwealth Financial Services
West Virginia
$28K -$42.6K -427 -60%
GBBWRPM
1556
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$25K +$698 +7 +3%
NC
1557
NewSquare Capital
Pennsylvania
$21K -$6.68K -67 -24%
PFO
1558
Pathstone Family Office
New Jersey
$21K +$9.97K +100 +93%
HDIM
1559
Hanson & Doremus Investment Management
Vermont
$19K – – –
RWM
1560
Raffa Wealth Management
District of Columbia
$18.4K – – –
LWA
1561
Lowe Wealth Advisors
Maryland
$15K – – –
RFWA
1562
RPg Family Wealth Advisory
Massachusetts
$12.5K -$2.69K -27 -17%
PFG
1563
Piershale Financial Group
Illinois
$11K – – –
KKAMG
1564
Kernodle & Katon Asset Management Group
Arkansas
$10K -$49.3K -495 -83%
BAM
1565
Brave Asset Management
New Jersey
$10K – – –
PCM
1566
Penserra Capital Management
California
$9K +$3.19K +32 +50%
HCM
1567
Herndon Capital Management
Georgia
$9K +$9.87K +99 New
RBC
1568
Roble Belko & Company
Pennsylvania
$7K – – –
FMP
1569
Financial Management Professionals
Texas
$6K +$6.28K +63 New
WI
1570
Wintrust Investments
Illinois
$4K +$525K +5,265 New
HWP
1571
Hefty Wealth Partners
Indiana
$3K – – –
HIM
1572
Hillsdale Investment Management
Ontario, Canada
$2K -$268K -2,690 -99%
NR
1573
Newfound Research
Massachusetts
$2K +$1.79K +18 New
Carson Wealth (CWM LLC)
1574
Carson Wealth (CWM LLC)
Nebraska
$1K -$29.3K -294 -98%
ARMC
1575
American Research & Management Company
Massachusetts
$1K – – –