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Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
1901
Measured Wealth Private Client Group
New Hampshire
$14K +$13.1K +94 New
RWM
1902
Raffa Wealth Management
District of Columbia
$13.3K
CRM
1903
Cramer Rosenthal McGlynn
Connecticut
$10K
ACA
1904
Atlas Capital Advisors
Wyoming
$9.35K -$9.92K -71 -53%
SCM
1905
Stumpf Capital Management
Arizona
$9K
LGWM
1906
Litman Gregory Wealth Management
California
$8K
TJHA
1907
Thomas J. Herzfeld Advisors
Florida
$8K
IF
1908
Ironwood Financial
Arizona
$8K +$7.27K +52 New
CA
1909
Crewe Advisors
Utah
$8K +$8.11K +58 New
CAM
1910
ClariVest Asset Management
California
$5K
SQA
1911
Simon Quick Advisors
New Jersey
$5K
ACM
1912
Advent Capital Management
New York
$5K +$5.31K +38 New
LFG
1913
LifePlan Financial Group
Ohio
$4K
PI
1914
Parkside Investments
Illinois
$4K +$4.33K +31 New
WAS
1915
Winch Advisory Services
Wisconsin
$2K
CF
1916
Centaurus Financial
California
$1.41K -$1.28M -9,168 -100%
WKWM
1917
Walter & Keenan Wealth Management
Indiana
$1.29K +$140 +1 +0%
Capstone Investment Advisors
1918
Capstone Investment Advisors
New York
$1K -$2.16M -15,437 -100%
FMP
1919
Financial Management Professionals
Texas
$1K
GTAM
1920
Global Trust Asset Management
Florida
$1K
NR
1921
Newfound Research
Massachusetts
$1K +$140 +1 +20%
WAS
1922
WESPAC Advisors SoCal
California
$1K +$1.4K +10 New
FRA
1923
Front Row Advisors
California
$363 +$7.27K +52 +2%
IP
1924
Investment Partners
Ohio
$231 +$1.54K +11 +0.2%
AIIMS
1925
Analyst IMS Investment Management Services
Israel
$85 +$81.6K +584 New