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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
701
Delta Asset Management
Tennessee
$10K – – –
CI
702
CX Institutional
Indiana
$10K +$6.16K +189 +149%
OSAM
703
O'Shaughnessy Asset Management
Connecticut
$10K +$7.27K +223 +279%
CWM
704
Campbell Wealth Management
Virginia
$10K +$9.68K +297 New
CFN
705
Cordasco Financial Network
Florida
$10K +$9.81K +301 New
KPCM
706
Kings Point Capital Management
New York
$10K +$10K +307 New
GEA
707
Glen Eagle Advisors
New Jersey
$9.14K -$3.26K -100 -27%
EW
708
Evoke Wealth
California
$9K -$4.53K -139 -34%
LWA
709
Lenox Wealth Advisors
New York
$9K – – –
BHWM
710
Bay Harbor Wealth Management
Maryland
$9K +$8.96K +275 New
MI
711
Markston International
New York
$8K – – –
HIA
712
Harbor Investment Advisory
Maryland
$8K +$2.61K +80 +47%
EI
713
Ellevest Inc
New York
$8K +$4.17K +128 +115%
CAC
714
Certified Advisory Corp
Florida
$8K +$8.15K +250 New
GFPC
715
Global Financial Private Client
Florida
$7.08K +$7.17K +220 New
DSC
716
Duncker Streett & Co
Missouri
$7K -$4.79K -147 -42%
JFA
717
JNBA Financial Advisors
Minnesota
$7K – – –
SA
718
SRH Advisors
Kansas
$7K – – –
PW
719
Price Wealth
Texas
$7K +$6.45K +198 New
AWM
720
Apollon Wealth Management
South Carolina
$7K +$6.55K +201 New
AWM
721
AllSquare Wealth Management
New York
$7K +$6.81K +209 New
WTC
722
WhitTier Trust Company
Nevada
$6K -$12.9K -396 -70%
PWMG
723
Prestige Wealth Management Group
New Jersey
$6K +$3.29K +101 +135%
LAS
724
Lloyd Advisory Services
Georgia
$6K +$6.13K +188 New
RWM
725
Raffa Wealth Management
District of Columbia
$5.05K +$1.27K +39 +35%
27 28
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