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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1001
AUA Capital Management
Pennsylvania
$12K – – –
EWM
1002
Endurance Wealth Management
Rhode Island
$12K – – –
GAM
1003
Gemmer Asset Management
California
$12K – – –
MA
1004
MCF Advisors
Kentucky
$12K – – –
CPIG
1005
Chicago Partners Investment Group
Illinois
$10K – – –
PS
1006
Portfolio Strategies
New York
$10K +$10.6K +244 New
SPI
1007
Santori & Peters Inc
Pennsylvania
$10K +$11.3K +261 New
CFD
1008
Creative Financial Designs
Indiana
$9K +$9.11K +210 +21,000%
PSC
1009
Prentiss Smith & Co
Vermont
$8K -$86.8K -2,000 -91%
VNA
1010
Valley National Advisers
Pennsylvania
$8K – – –
SWP
1011
Strategic Wealth Partners
Ohio
$8K +$7.98K +184 New
LF
1012
Lee Financial
Texas
$8K +$8.42K +194 New
OPWM
1013
Oak Point Wealth Management
Michigan
$8K +$8.59K +198 New
PFO
1014
Pathstone Family Office
New Jersey
$8K +$8.85K +204 New
Barrow, Hanley, Mewhinney & Strauss
1015
Barrow, Hanley, Mewhinney & Strauss
Texas
$7K – – –
BWL
1016
Bogart Wealth LLC
Virginia
$7K – – –
DVM
1017
Dreman Value Management
Florida
$7K – – –
PRS
1018
Pinkerton Retirement Specialists
Idaho
$7K +$43 +1 +0.6%
BCI
1019
Brinker Capital Investments
Pennsylvania
$6K – – –
CAM
1020
CenterStar Asset Management
Illinois
$6K – – –
CBT
1021
Capital Bank & Trust
California
$6K +$651 +15 +12%
HFP
1022
Holistic Financial Partners
Indiana
$6K +$6.16K +142 New
AWM
1023
Aevitas Wealth Management
Massachusetts
$6K +$6.64K +153 New
LFA
1024
Legacy Financial Advisors
Kentucky
$6K +$6.81K +157 New
AIL
1025
AGF Investments LLC
Ontario, Canada
$5K -$1.69K -39 -24%