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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
1876
Bray Capital Advisors
Florida
$13K
LF
1877
Lee Financial
Texas
$12K -$13.2K -110 -49%
MSFP
1878
Mark Sheptoff Financial Planning
Connecticut
$11K -$65.1K -542 -84%
SC
1879
Skylands Capital
Wisconsin
$11K
RWM
1880
Raffa Wealth Management
District of Columbia
$10K
CRM
1881
Cramer Rosenthal McGlynn
Connecticut
$7K
SCM
1882
Stumpf Capital Management
Arizona
$7K
CA
1883
Crewe Advisors
Utah
$6K
IF
1884
Ironwood Financial
Arizona
$6K
LGWM
1885
Litman Gregory Wealth Management
California
$6K
UB
1886
UMB Bank
Missouri
$5.36K -$209K -1,741 -3%
SQA
1887
Simon Quick Advisors
New Jersey
$5K +$1.44K +12 +33%
1NWS
1888
1 North Wealth Services
Maryland
$5K +$6K +50 New
OP
1889
Oldfield Partners
United Kingdom
$3.51K
LFG
1890
LifePlan Financial Group
Ohio
$3K
DWA
1891
Dougherty Wealth Advisers
Minnesota
$2K +$2.16K +18 New
LPWM
1892
Lake Point Wealth Management
Texas
$2K +$2.16K +18 New
GTAM
1893
Global Trust Asset Management
Florida
$1K
WAS
1894
WESPAC Advisors SoCal
California
$1K
WAS
1895
Winch Advisory Services
Wisconsin
$1K
NR
1896
Newfound Research
Massachusetts
$1K +$120 +1 +17%
EAM
1897
Eukles Asset Management
Ohio
$1K +$1.2K +10 New
UOTTAIMCU
1898
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1K +$1.2K +10 New
MWC
1899
MBM Wealth Consultants
Missouri
$1K +$1.68K +14 New
CT
1900
Chicago Trust
Illinois
$823 -$49.3K -411 -5%