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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1776
Raffa Wealth Management
District of Columbia
$26.9K -$6.76K -200 -20%
HCM
1777
Horrell Capital Management
Arkansas
$26K +$7.2K +213 +39%
PCP
1778
Proficio Capital Partners
Massachusetts
$26K +$25.8K +762 New
SAM
1779
Solaris Asset Management
New York
$24K
LWA
1780
Lenox Wealth Advisors
New York
$23K -$15.1K -447 -40%
VCAM
1781
Valentine Capital Asset Management
California
$21K +$21.1K +625 New
UFA
1782
US Financial Advisors
Massachusetts
$18K -$17.9K -530 -50%
KM
1783
Kalos Management
Georgia
$17K
SC
1784
Skylands Capital
Wisconsin
$14K -$125K -3,700 -90%
APSP
1785
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K
SAM
1786
Shamrock Asset Management
Texas
$14K
WCM
1787
Wealthcare Capital Management
Virginia
$14K
MDCM
1788
Morgan Dempsey Capital Management
Wisconsin
$14K +$34 +1 +0.2%
NMIS
1789
Northwestern Mutual Investment Services
Wisconsin
$10K +$7.98K +236 +369%
WCBA
1790
Weaver C. Barksdale & Associates
Tennessee
$8K
EMA
1791
Efficient Market Advisors
California
$7K +$541 +16 +8%
NC
1792
NewSquare Capital
Pennsylvania
$4K
PFO
1793
Pathstone Family Office
New Jersey
$3K -$6.73K -199 -66%
SIA
1794
SeaBridge Investment Advisors
New Jersey
$3K
PHK
1795
Point72 Hong Kong
Hong Kong
$3K +$3.38K +100 New
SMG
1796
Spectrum Management Group
Indiana
$3K +$3.38K +100 New
HW
1797
Hedeker Wealth
Illinois
$3K +$3.72K +110 New
CWM
1798
Catamount Wealth Management
Connecticut
$2K
CIM
1799
Contravisory Investment Management
Massachusetts
$2K +$1.96K +58 New
CWM
1800
Cedar Wealth Management
California
$1K +$1.39K +41 New