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Name Holding Trade Value Shares
Change
Change in
Stake
PS
1326
Portfolio Strategies
New York
$25K
TFA
1327
Toth Financial Advisory
Virginia
$25K
IP
1328
Isthmus Partners
Wisconsin
$24K -$7.08K -28 -22%
BAM
1329
Barrett Asset Management
New York
$24K
CMBA
1330
C.M. Bidwell & Associates
Hawaii
$24K
JAM
1331
Jolley Asset Management
North Carolina
$24K +$25.3K +100 New
PFA
1332
Pathway Financial Advisors
Vermont
$24K +$25.3K +100 New
WDL
1333
Well Done LLC
Michigan
$24K +$25.3K +100 New
AssetMark Inc
1334
AssetMark Inc
California
$22K -$34.9K -138 -61%
SP
1335
SWS Partners
Ohio
$22K -$11.6K -46 -33%
GFP
1336
Gryphon Financial Partners
Ohio
$22K -$1.52K -6 -6%
WAP
1337
Wealthcare Advisory Partners
Pennsylvania
$20K
AWMS
1338
Advocacy Wealth Management Services
Georgia
$19K -$4.3K -17 -17%
OGC
1339
Oak Grove Capital
New Hampshire
$19K +$20K +79 New
AWM
1340
Avondale Wealth Management
Texas
$18K
CIM
1341
Contravisory Investment Management
Massachusetts
$18K +$19K +75 New
FMB
1342
Field & Main Bank
Kentucky
$17K -$12.6K -50 -41%
RIA
1343
RPG Investment Advisory
California
$17K
ML
1344
McAdam LLC
Pennsylvania
$17K +$17.7K +70 New
Barrow, Hanley, Mewhinney & Strauss
1345
Barrow, Hanley, Mewhinney & Strauss
Texas
$15K -$758 -3 -4%
LF
1346
Lee Financial
Texas
$15K +$15.9K +63 New
RWP
1347
RWA Wealth Partners
Massachusetts
$15K +$16.2K +64 New
TCCM
1348
Timber Creek Capital Management
Massachusetts
$14K -$10.1K -40 -40%
APSP
1349
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K
MA
1350
MCF Advisors
Kentucky
$14K +$8.85K +35 +140%