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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1301
Aevitas Wealth Management
Massachusetts
$19K
BWM
1302
Baystate Wealth Management
Massachusetts
$19K +$12.1K +51 +189%
HCM
1303
Hilton Capital Management
New York
$18K +$17.3K +73 New
ED
1304
Exane Derivatives
France
$16.3K -$95.3K -403 -86%
PFO
1305
Pathstone Family Office
New Jersey
$16K
DBT
1306
Dubuque Bank & Trust
Iowa
$15K -$47.3K -200 -77%
LFG
1307
LifePlan Financial Group
Ohio
$15K +$7.57K +32 +110%
JCM
1308
Jacobi Capital Management
Pennsylvania
$14K
NSIM
1309
North Star Investment Management
Illinois
$14K
TFS
1310
TrustCore Financial Services
Tennessee
$14K +$8.52K +36 +180%
CWM
1311
Cedar Wealth Management
California
$14K +$13.5K +57 New
WT
1312
Washington Trust
Rhode Island
$14K +$13.7K +58 New
PRS
1313
Pinkerton Retirement Specialists
Idaho
$13K
MWM
1314
MinichMacGregor Wealth Management
New York
$12K -$710 -3 -5%
SWP
1315
Strategic Wealth Partners
Ohio
$11K
CFC
1316
Coyle Financial Counsel
Illinois
$11K +$10.6K +45 New
AWM
1317
AllSquare Wealth Management
New York
$10K +$9.46K +40 New
RWM
1318
Raffa Wealth Management
District of Columbia
$9.02K
CCM
1319
Cribstone Capital Management
Maine
$8K
PCA
1320
Providence Capital Advisors
North Carolina
$8K
WAM
1321
Watermark Asset Management
California
$7K
IGGA
1322
Iron Gate Global Advisors
Utah
$7K +$6.62K +28 New
MFT
1323
Moisand Fitzgerald Tamayo
Florida
$6K
SA
1324
SRH Advisors
Kansas
$6K
CIA
1325
Cascade Investment Advisors
Oregon
$5.36K -$16.6K -70 -76%