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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
3176
First Personal Financial Services
North Carolina
$26K +$12.7K +43 +81%
HF
3177
Halpern Financial
Virginia
$24.8K – – –
DMKJ
3178
David M. Knott Jr
$22K – – –
MIM
3179
Macroview Investment Management
Maryland
$20K – – –
BCPWM
3180
Bradley & Co Private Wealth Management
Florida
$18K – – –
ARS
3181
Adirondack Retirement Specialists
New York
$18K +$19.8K +67 New
FWA
3182
FSC Wealth Advisors
New York
$17K +$10.3K +35 +125%
TJHA
3183
Thomas J. Herzfeld Advisors
Florida
$16K – – –
SFA
3184
Semmax Financial Advisors
North Carolina
$15K -$590 -2 -4%
GC
3185
Gould Capital
Washington
$15K – – –
DWMG
3186
DB Wealth Management Group
California
$15K +$295 +1 +2%
OBWP
3187
O'Brien Wealth Partners
Massachusetts
$15K +$4.43K +15 +39%
CMBA
3188
C.M. Bidwell & Associates
Hawaii
$14K – – –
FA
3189
Financial Advantage
Maryland
$13K – – –
MDCM
3190
Morgan Dempsey Capital Management
Wisconsin
$13K +$14.2K +48 New
LWP
3191
Laurel Wealth Planning
Minnesota
$12K -$2.66K -9 -17%
CPFP
3192
Clear Perspectives Financial Planning
Ohio
$11K -$26.9K -91 -69%
MS
3193
Mizuho Securities
Japan
$11K -$14.5K -49 -54%
CMANY
3194
Capital Management Associates (New York)
New York
$11K – – –
MUMSS
3195
Mitsubishi UFJ Morgan Stanley Securities
Japan
$11K – – –
MAM
3196
Marquette Asset Management
Minnesota
$3K +$1.77K +6 +150%
BWS
3197
BCR Wealth Strategies
Alabama
$2K – – –
DWA
3198
Dougherty Wealth Advisers
Minnesota
$2K – – –
SOW
3199
State of Wyoming
Wyoming
$1K -$203K -688 -100%
DWA
3200
Delos Wealth Advisors
Texas
$1K -$25.1K -85 -98%