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Name Holding Trade Value Shares
Change
Change in
Stake
IP
1326
Isthmus Partners
Wisconsin
$34K
KPCM
1327
Kings Point Capital Management
New York
$34K
WTB
1328
Washington Trust Bank
Washington
$33K -$26.3K -102 -45%
GWS
1329
Glassman Wealth Services
Virginia
$32K -$1.03K -4 -3%
ME
1330
McIlrath & Eck
Washington
$31K +$3.35K +13 +13%
BFC
1331
Bedel Financial Consulting
Indiana
$29K
WCM
1332
Whitener Capital Management
North Carolina
$29K +$28.4K +110 New
NCM
1333
New Capital Management
Texas
$28K
KC
1334
KHP Capital
Oklahoma
$27K
MSFP
1335
Mark Sheptoff Financial Planning
Connecticut
$27K
TCM
1336
TD Capital Management
Tennessee
$27K
FEG
1337
Financial Enhancement Group
Indiana
$26K -$10.6K -41 -30%
VCM
1338
Versant Capital Management
Arizona
$25K -$4.13K -16 -14%
BWM
1339
Baystate Wealth Management
Massachusetts
$25K +$6.45K +25 +32%
CB
1340
CNB Bank
Pennsylvania
$24K
HL
1341
Harding Loevner
New Jersey
$24K
HIIFS
1342
Harel Insurance Investments & Financial Services
Israel
$24K
LWM
1343
Lenox Wealth Management
Ohio
$24K +$71.9K +279 +1,860%
CT
1344
Clearstead Trust
Maine
$22K
CIM
1345
Contravisory Investment Management
Massachusetts
$21K -$16.5K -64 -45%
AWM
1346
Aevitas Wealth Management
Massachusetts
$21K
HCM
1347
Hilton Capital Management
New York
$20K
IAS
1348
IMA Advisory Services
Colorado
$19K -$4.38K -17 -20%
BAMG
1349
Brand Asset Management Group
Missouri
$18K +$16.8K +65 New
JCM
1350
Jacobi Capital Management
Pennsylvania
$16K