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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1701
Lenox Wealth Advisors
New York
$33K -$46.7K -626 -56%
PA
1702
Perennial Advisors
New York
$33K – – –
APW
1703
Acima Private Wealth
Virginia
$33K +$37.3K +500 New
GWMIA
1704
Global Wealth Management Investment Advisory
Florida
$33K +$37.8K +506 New
WCM
1705
Whitener Capital Management
North Carolina
$32K +$7.91K +106 +27%
QAM
1706
QCI Asset Management
New York
$31K +$18.7K +250 +113%
LF
1707
Lee Financial
Texas
$30K +$3.81K +51 +13%
DSI
1708
Daiwa SB Investments
Japan
$30K +$34.3K +460 New
AIA
1709
Alera Investment Advisors
Illinois
$29K +$33.6K +450 New
FRA
1710
Front Row Advisors
California
$28K +$2.84K +38 +10%
BRC
1711
Bell Rock Capital
Delaware
$28K +$28.5K +382 +764%
TFA
1712
Transamerica Financial Advisors
Florida
$27K +$2.76K +37 +10%
AIS
1713
Accurate Investment Solutions
Pennsylvania
$26K – – –
FWC
1714
First Washington Corp
Washington
$26K – – –
CC
1715
Claybrook Capital
Massachusetts
$25K -$1.09M -14,615 -97%
WDL
1716
Well Done LLC
Michigan
$25K +$28.7K +385 New
RFWA
1717
RPg Family Wealth Advisory
Massachusetts
$24.3K +$5.3K +71 +24%
RAM
1718
Riggs Asset Management
Pennsylvania
$23K +$1.79K +24 +8%
PWM
1719
PRW Wealth Management
Massachusetts
$23K +$27K +362 New
FA
1720
Fortis Advisors
Pennsylvania
$22K +$2.69K +36 +12%
TODC
1721
Trustees of Dartmouth College
New Hampshire
$21K – – –
QCIG
1722
Quad-Cities Investment Group
Iowa
$21K +$75 +1 +0.3%
MWM
1723
Mascoma Wealth Management
New Hampshire
$21K +$3.58K +48 +17%
ME
1724
McIlrath & Eck
Washington
$21K +$7.46K +100 +47%
RBC
1725
Roble Belko & Company
Pennsylvania
$20K – – –