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Name Holding Trade Value Shares
Change
Change in
Stake
AP
1951
Arlington Partners
Alabama
$25K +$26.3K +487 New
HWM
1952
Holloway Wealth Management
Florida
$24K – – –
KC
1953
KHP Capital
Oklahoma
$24K +$24.8K +460 New
WAM
1954
Watermark Asset Management
California
$23K -$6.32K -117 -21%
TRCT
1955
Tower Research Capital (TRC)
New York
$22K -$3.05M -56,524 -99%
DWM
1956
Destination Wealth Management
California
$22K -$253K -4,690 -70%
MSFP
1957
Mark Sheptoff Financial Planning
Connecticut
$22K -$45.3K -839 -67%
CPA
1958
Cowen Prime Advisors
New York
$22K – – –
FRA
1959
Front Row Advisors
California
$22K +$5.46K +101 +32%
FEG
1960
Financial Enhancement Group
Indiana
$22K +$22.6K +419 New
CJA
1961
C-J Advisory
California
$21K – – –
NCM
1962
New Capital Management
Texas
$21K – – –
TA
1963
Townsend & Associates
Colorado
$21K +$162 +3 +0.8%
SFA
1964
Spectrum Financial Alliance
Kentucky
$21K +$22.6K +419 New
IF
1965
Ironwood Financial
Arizona
$20K +$162 +3 +0.8%
ICOM
1966
Investment Counselors of Maryland
Maryland
$17K – – –
MCM
1967
Mainstay Capital Management
Michigan
$17K +$13.1K +243 +279%
RWM
1968
Raffa Wealth Management
District of Columbia
$16.3K +$11.2K +208 +198%
MIM
1969
Macroview Investment Management
Maryland
$16K +$16.2K +300 New
PHK
1970
Point72 Hong Kong
Hong Kong
$15K -$159K -2,946 -91%
SWP
1971
Strategic Wealth Partners
Ohio
$15K -$34.6K -641 -69%
GWA
1972
Guidant Wealth Advisors
Illinois
$15K – – –
MUS
1973
Mitsubishi UFJ Securities
Japan
$15K – – –
CIM
1974
Corbyn Investment Management
Maryland
$15K +$15.6K +288 New
TDC
1975
Thompson Davis & Co
Virginia
$14K -$8.48K -157 -37%