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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1201
Burt Wealth Advisors
Maryland
$9K -$13.2K -117 -60%
JWA
1202
JFS Wealth Advisors
Pennsylvania
$9K +$8.81K +78 New
RWM
1203
Raffa Wealth Management
District of Columbia
$8.89K – – –
CCM
1204
Cribstone Capital Management
Maine
$8K – – –
TIM
1205
Tortoise Investment Management
New York
$8K +$5.65K +50 +250%
NFSG
1206
Newbridge Financial Services Group
Florida
$6K – – –
GEA
1207
Glen Eagle Advisors
New Jersey
$5.46K +$1.81K +16 +55%
HCP
1208
Hexagon Capital Partners
Arkansas
$5K – – –
RIA
1209
RPG Investment Advisory
California
$5K – – –
IA
1210
Inspire Advisors
Idaho
$5K +$4.41K +39 New
BFG
1211
Baron Financial Group
New Jersey
$4.45K – – –
MIM
1212
Macroview Investment Management
Maryland
$4K -$1.58K -14 -31%
Kayne Anderson Rudnick Investment Management
1213
Kayne Anderson Rudnick Investment Management
California
$4K – – –
TJHA
1214
Thomas J. Herzfeld Advisors
Florida
$4K – – –
FMP
1215
Financial Management Professionals
Texas
$4K +$452 +4 +14%
APWA
1216
Atlas Private Wealth Advisors
New Jersey
$4K +$1.92K +17 +113%
BDWCC
1217
B&D White Capital Company
Texas
$4K +$3.84K +34 New
FWM
1218
ForthRight Wealth Management
Georgia
$4K +$3.84K +34 New
AFS
1219
Annapolis Financial Services
Maryland
$4K +$4.07K +36 New
LWM
1220
Liberty Wealth Management
California
$3K -$12.8K -113 -78%
CS
1221
Candriam SCA
Luxembourg
$3K +$226 +2 +10%
FFA
1222
Freedman Financial Associates
Massachusetts
$3K +$3.05K +27 New
TIAM2
1223
Tru Independence Asset Management 2
Oregon
$3K +$3.16K +28 New
Fidelity International
1224
Fidelity International
Bermuda
$2K -$2.15K -19 -59%
SFO
1225
Standard Family Office
South Dakota
$2K +$2.15K +19 New