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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1751
Rockbridge Investment Management
New York
$71K
AFIA
1752
America First Investment Advisors
Nebraska
$69K
MWP
1753
Meridian Wealth Partners
Pennsylvania
$68K +$1.52K +30 +2%
SWA
1754
Safir Wealth Advisors
New Hampshire
$68K +$63.4K +1,250 New
AWM
1755
Avondale Wealth Management
Texas
$67K
ICM
1756
Islay Capital Management
Texas
$67K
LWM
1757
Liberty Wealth Management
California
$67K +$13.2K +260 +26%
MA
1758
Montag & Associates
Georgia
$63K -$437K -8,610 -88%
LGA
1759
Lebenthal Global Advisors
New York
$63K +$59.3K +1,170 New
POIA
1760
Pin Oak Investment Advisors
Texas
$62K
RWG
1761
Regal Wealth Group
California
$62K
D
1762
Diversified
Delaware
$60K +$60.8K +1,200 New
VCM
1763
Versant Capital Management
Arizona
$59K
JWM
1764
Janiczek Wealth Management
Colorado
$59K +$29.4K +580 +114%
GFPC
1765
Global Financial Private Client
Florida
$57.3K +$3.04K +60 +6%
DSC
1766
Duncker Streett & Co
Missouri
$57K
TC
1767
Trust Company
Kansas
$57K
BCM
1768
Blume Capital Management
California
$54K
FFC
1769
First Financial Corp
Indiana
$54K +$3.04K +60 +6%
GIA
1770
Goodwin Investment Advisory
Georgia
$54K +$50.7K +1,000 New
PWA
1771
Phoenix Wealth Advisors
North Carolina
$54K +$50.7K +1,000 New
RDFA
1772
Ritter Daniher Financial Advisory
Ohio
$54K +$50.7K +1,000 New
SC
1773
Shay Capital
New York
$54K +$50.7K +1,000 New
AIC
1774
Archer Investment Corporation
Indiana
$53K -$11.2K -220 -18%
MGI
1775
MayTech Global Investments
New York
$52K -$50.7K -1,000 -51%