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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1926
PRW Wealth Management
Massachusetts
$23K
SAM
1927
Shamrock Asset Management
Texas
$23K
CQS
1928
Credential Qtrade Securities
$21.4K
RFWA
1929
RPg Family Wealth Advisory
Massachusetts
$21.2K
CCS
1930
Crosspoint Capital Strategies
California
$21K
HCM
1931
Horrell Capital Management
Arkansas
$20K
NCM
1932
Next Capital Management
New York
$20K
RCM
1933
Requisite Capital Management
Texas
$20K +$19.2K +151 New
LWA
1934
Lenox Wealth Advisors
New York
$18K -$8.03K -63 -32%
SHIM
1935
Stone House Investment Management
Pennsylvania
$17K +$16.3K +128 New
AIL
1936
AGF Investments LLC
Ontario, Canada
$16K -$9.16M -71,828 -100%
LF
1937
Lee Financial
Texas
$15K
MSFP
1938
Mark Sheptoff Financial Planning
Connecticut
$14K
SC
1939
Skylands Capital
Wisconsin
$14K
RWM
1940
Raffa Wealth Management
District of Columbia
$12.4K
ST
1941
Somerset Trust
Pennsylvania
$12K -$1.56M -12,260 -99%
FFW
1942
Fusion Family Wealth
New York
$12K -$199K -1,562 -94%
RWG
1943
Regal Wealth Group
California
$11K -$13.4K -105 -57%
CRM
1944
Cramer Rosenthal McGlynn
Connecticut
$9K
DSI
1945
Daiwa SB Investments
Japan
$8K -$228K -1,788 -97%
FAM
1946
Fred Alger Management
New York
$8K -$17.8K -140 -70%
CA
1947
Crewe Advisors
Utah
$8K
1NWS
1948
1 North Wealth Services
Maryland
$7K
IF
1949
Ironwood Financial
Arizona
$7K
LGWM
1950
Litman Gregory Wealth Management
California
$7K