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Name Holding Trade Value Shares
Change
Change in
Stake
DHGWA
501
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K +$4.57K +100 New
RIM
502
Rockbridge Investment Management
New York
$3.15K
CWA
503
Carolina Wealth Advisors
South Carolina
$3K
CPA
504
Cowen Prime Advisors
New York
$3K
IRC
505
Investors Research Corp
Georgia
$3K
LWANC
506
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
ZIG
507
Zullo Investment Group
Pennsylvania
$3K
BBPWM
508
Blue Bell Private Wealth Management
Pennsylvania
$3K +$457 +10 +20%
JWA
509
JFS Wealth Advisors
Pennsylvania
$3K +$1.6K +35 +135%
SSG
510
Summit Securities Group
New York
$3K +$3.11K +68 New
TFO
511
Tarbox Family Office
California
$3K +$3.15K +69 +575%
GKIM
512
GW&K Investment Management
Massachusetts
$3K +$3.43K +75 New
AIC
513
Archer Investment Corporation
Indiana
$2.21K -$29.2K -638 -92%
FMP
514
Financial Management Professionals
Texas
$2K
LWA
515
Lenox Wealth Advisors
New York
$2K
PA
516
PSI Advisors
Florida
$2K
RA
517
Rise Advisors
New York
$2K
TIM
518
Tortoise Investment Management
New York
$2K
TC
519
Trust Company
Kansas
$2K
PWMG
520
Prestige Wealth Management Group
New Jersey
$2K +$960 +21 +72%
AFS
521
Annapolis Financial Services
Maryland
$2K +$1.78K +39 New
GIA
522
GHP Investment Advisors
Colorado
$2K +$2.06K +45 New
LSA
523
Lansing Street Advisors
Pennsylvania
$2K +$2.19K +48 New
Fidelity International
524
Fidelity International
Bermuda
$2K +$2.47K +54 New
CHA
525
Carmichael Hill & Associates
Maryland
$1K