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Name Holding Trade Value Shares
Change
Change in
Stake
LDFR
1951
Lehman & Derafelo Financial Resources
Pennsylvania
$496K -$2.72M -27,905 -85%
BRA
1952
Biechele Royce Advisors
Indiana
$496K – – –
MAG
1953
Mayfair Advisory Group
Alabama
$495K -$4.88K -50 -1%
LB
1954
Leo Brokerage
Texas
$495K +$47.3K +484 +11%
CSPAM
1955
Cary Street Partners Asset Management
Virginia
$495K +$132K +1,353 +40%
VFPI
1956
Vantage Financial Partners (Illinois)
Illinois
$493K +$93.7K +960 +26%
SLF
1957
Sun Life Financial
Ontario, Canada
$493K +$95.4K +977 +26%
JGIA
1958
Jackson Grant Investment Advisers
Connecticut
$492K +$182K +1,859 +66%
CCM
1959
Canal Capital Management
Virginia
$491K +$488 +5 +0.1%
WI
1960
Wedgewood Investors
Pennsylvania
$490K – – –
IA
1961
IAM Advisory
Pennsylvania
$490K +$391 +4 +0.1%
MA
1962
MBA Advisors
Pennsylvania
$489K +$455K +4,664 New
TIA
1963
Traphagen Investment Advisors
New Jersey
$488K +$95.7K +980 +27%
RHJA
1964
Rice Hall James & Associates
California
$487K – – –
FMP
1965
Financial Management Professionals
Texas
$487K +$300K +3,074 +195%
TCM
1966
Tuttle Capital Management
Connecticut
$487K +$453K +4,643 New
FA
1967
Fermata Advisors
California
$486K +$454K +4,654 New
KF
1968
Krilogy Financial
Missouri
$482K +$9.57K +98 +2%
QTM
1969
qPULA Trading Management
New York
$482K +$449K +4,600 New
MWM
1970
Moulton Wealth Management
Washington
$481K -$5.66K -58 -1%
SIA
1971
SkyView Investment Advisors
New Jersey
$481K +$82.7K +847 +23%
CIM
1972
CIM Investment Management
Pennsylvania
$480K -$17.2K -176 -4%
AWM
1973
Act Wealth Management
Texas
$479K +$25.4K +260 +6%
LWA
1974
Lineweaver Wealth Advisors
Ohio
$479K +$90.4K +926 +25%
SAS
1975
Stelac Advisory Services
New York
$478K -$59.1K -605 -12%