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