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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1001
Avior Wealth Management
Nebraska
$18K – – –
VCM
1002
Versant Capital Management
Arizona
$15K -$1.78K -13 -10%
IPC
1003
Independent Portfolio Consultants
Florida
$15K -$1.37K -10 -9%
FMII
1004
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
SFG
1005
SevenBridge Financial Group
Pennsylvania
$13K – – –
HL
1006
Harding Loevner
New Jersey
$13K +$12.3K +90 New
NA
1007
NewEdge Advisors
Louisiana
$12.9K +$12.3K +90 New
AC
1008
Alexandria Capital
Virginia
$11K -$411 -3 -4%
MWM
1009
MinichMacGregor Wealth Management
New York
$10K – – –
OFW
1010
Omnia Family Wealth
Florida
$9K – – –
ZB
1011
Zions Bancorporation
Utah
$8K -$6.71K -49 -45%
DBT
1012
Dubuque Bank & Trust
Iowa
$7K -$45.7K -334 -88%
CCM
1013
Cribstone Capital Management
Maine
$7K +$6.85K +50 New
MMG
1014
Monetary Management Group
Missouri
$7K +$6.85K +50 New
AAP
1015
Arax Advisory Partners
Colorado
$6K +$2.46K +18 +78%
MIM
1016
Macroview Investment Management
Maryland
$5K +$5.07K +37 New
JCM
1017
Jacobi Capital Management
Pennsylvania
$4K – – –
SA
1018
SRH Advisors
Kansas
$4K – – –
WAM
1019
Watermark Asset Management
California
$4K – – –
CIA
1020
Cascade Investment Advisors
Oregon
$3.11K – – –
BWM
1021
Baystate Wealth Management
Massachusetts
$3K – – –
DAM
1022
Delta Asset Management
Tennessee
$3K – – –
RBC
1023
Roble Belko & Company
Pennsylvania
$3K – – –
JFA
1024
JNBA Financial Advisors
Minnesota
$2K – – –
PCFFS
1025
Pacific Center for Financial Services
California
$2K – – –