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Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
1101
Barrow, Hanley, Mewhinney & Strauss
Texas
$4K
MFT
1102
Moisand Fitzgerald Tamayo
Florida
$4K
SMFS
1103
Squar Milner Financial Services
California
$4K
TCCM
1104
Timber Creek Capital Management
Massachusetts
$4K
WCMN
1105
Westchester Capital Management (Nebraska)
Nebraska
$4K
PCM
1106
Princeton Capital Management
New Jersey
$4K +$27 +3 +0.6%
CWA
1107
Clarus Wealth Advisors
Arizona
$4K +$45 +5 +0.9%
1NWS
1108
1 North Wealth Services
Maryland
$4K +$4.46K +500 New
LPWM
1109
Lake Point Wealth Management
Texas
$4K +$4.46K +500 New
MWA
1110
Meridian Wealth Advisors
Texas
$4K +$4.46K +500 New
GI
1111
GS Investments
Minnesota
$3.9K
SIM
1112
Sonora Investment Management
Arizona
$3K -$1.92K -215 -39%
FC
1113
Ferris Capital
Massachusetts
$3K -$633 -71 -16%
CHP
1114
Cable Hill Partners
Oregon
$3K
CTB
1115
Country Trust Bank
Illinois
$3K
FMP
1116
Financial Management Professionals
Texas
$3K
HCM
1117
Hilton Capital Management
New York
$3K
IFA
1118
Interactive Financial Advisors
Illinois
$3K
TCM
1119
TD Capital Management
Tennessee
$3K +$1.78K +200 +132%
PFC
1120
Phocas Financial Corp
California
$3K +$3.56K +400 New
EIM
1121
Essex Investment Management
Massachusetts
$3K +$3.6K +404 New
RWM
1122
Raffa Wealth Management
District of Columbia
$2.2K -$31.2K -3,500 -92%
CA
1123
Centerpoint Advisors
Massachusetts
$2K -$20.2K -2,270 -90%
M
1124
MOTCO
Texas
$2K -$3.66K -411 -64%
BWA
1125
Burt Wealth Advisors
Maryland
$2K -$891 -100 -32%