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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1401
Winch Advisory Services
Wisconsin
$57K +$271 +1 +0.4%
AFS
1402
Annapolis Financial Services
Maryland
$56K
FMP
1403
Financial Management Professionals
Texas
$56K +$3.53K +13 +5%
VCM
1404
Vigilant Capital Management
Maine
$55K -$14.4K -53 -17%
BWL
1405
Bogart Wealth LLC
Virginia
$55K +$271 +1 +0.4%
HFM
1406
Harvest Fund Management
China
$53K -$166K -610 -72%
Cohen & Steers
1407
Cohen & Steers
New York
$53K -$31.8K -117 -33%
TFA
1408
Toth Financial Advisory
Virginia
$50K -$71.9K -265 -54%
CA
1409
Centerpoint Advisors
Massachusetts
$50K
PWMG
1410
Prestige Wealth Management Group
New Jersey
$50K
CA
1411
Capitolis Advisors
New York
$49K -$521K -1,918 -90%
WIM
1412
Westside Investment Management
California
$45K +$6.79K +25 +0.4%
SQA
1413
Simon Quick Advisors
New Jersey
$45K +$8.41K +31 +18%
MCM
1414
Manchester Capital Management
Vermont
$44K
PSB
1415
Piscataqua Savings Bank
New Hampshire
$44K
VCM
1416
Versant Capital Management
Arizona
$44K
WWM
1417
Wolff Wiese Magana
California
$43K -$4.61K -17 -8%
RCG
1418
Rock Creek Group
District of Columbia
$42K -$543 -2 -1%
PCTC
1419
Perkins Coie Trust Company
Washington
$42K
TFS
1420
TrustCore Financial Services
Tennessee
$41K +$27.1K +100 +112%
KIG
1421
Kowal Investment Group
Wisconsin
$41K +$50.2K +185 New
LB
1422
Legacy Bridge
Iowa
$39K
WR
1423
WD Rutherford
Oregon
$39K
PO
1424
Private Ocean
California
$38K -$6.79K -25 -13%
TFIPS
1425
Towarzystwo Funduszy Inwestycyjnych PZU SA
$37.3K