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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1401
West Paces Advisors
Georgia
$53.3K
CCA
1402
Catalyst Capital Advisors
New York
$53K -$328K -1,300 -87%
CB
1403
Community Bank
New York
$53K -$50.4K -200 -50%
CFG
1404
CKW Financial Group
Hawaii
$53K
GWS
1405
Glassman Wealth Services
Virginia
$53K +$20.7K +82 +70%
NCM
1406
Next Capital Management
New York
$51K +$22.9K +91 +91%
CIM
1407
Contravisory Investment Management
Massachusetts
$49K -$5.04K -20 -10%
IWA
1408
Intercontinental Wealth Advisors
Texas
$48K
WOC
1409
West Oak Capital
California
$47K -$6.3K -25 -13%
CHC
1410
City Holding Co
West Virginia
$47K -$5.04K -20 -10%
LWA
1411
Lenox Wealth Advisors
New York
$47K
PW
1412
Price Wealth
Texas
$47K
SCM
1413
Shelton Capital Management
Colorado
$46.5K -$8.59M -34,087 -73%
CI
1414
CX Institutional
Indiana
$44K +$40.1K +159 +2,271%
RCM
1415
Requisite Capital Management
Texas
$44K +$41.6K +165 New
AIA
1416
Alera Investment Advisors
Illinois
$41K +$3.02K +12 +9%
AP
1417
Atwood & Palmer
Missouri
$40K
JIP
1418
JBJ Investment Partners
South Carolina
$40K +$37.8K +150 New
VEA
1419
Virtus ETF Advisers
New York
$39K -$11.8K -47 -24%
LWM
1420
Liberty Wealth Management
California
$39K +$3.78K +15 +11%
LA
1421
Legacy Advisors
Pennsylvania
$39K +$37.3K +148 New
EWM
1422
Executive Wealth Management
Michigan
$38K -$46.1K -183 -56%
CH
1423
Canton Hathaway
Rhode Island
$35K +$34K +135 New
VCM
1424
Vigilant Capital Management
Maine
$34K -$56.5K -224 -64%
KPCM
1425
Kings Point Capital Management
New York
$33K