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Name Holding Trade Value Shares
Change
Change in
Stake
PO
2101
Private Ocean
California
$121K
CHC
2102
City Holding Co
West Virginia
$117K -$7.73K -15 -7%
ETI
2103
Enterprise Trust & Investment
California
$117K
MRCM
2104
M&R Capital Management
New Jersey
$117K
TFM
2105
TFC Financial Management
Massachusetts
$113K
MGI
2106
MayTech Global Investments
New York
$102K
HI
2107
Hudock Inc
Pennsylvania
$100K
LB
2108
Legacy Bridge
Iowa
$99K
BA
2109
Bellwether Advisors
Nebraska
$98K
BC
2110
Burleson & Co
California
$98K +$4.64K +9 +6%
NR
2111
Newfound Research
Massachusetts
$98K +$16.5K +32 +24%
FP
2112
Financial Perspectives
Minnesota
$94.9K +$1.03K +2 +1%
AWM
2113
Activest Wealth Management
Florida
$88K
TLFA
2114
True Link Financial Advisors
California
$88K
AWM
2115
AllSquare Wealth Management
New York
$87K
HWA
2116
HHM Wealth Advisors
Tennessee
$87K
SC
2117
Solstein Capital
California
$87K +$1.55K +3 +2%
AAP
2118
Arax Advisory Partners
Colorado
$87K +$76.3K +148 New
BHWM
2119
Bay Harbor Wealth Management
Maryland
$86K +$515 +1 +0.7%
MSFP
2120
Mark Sheptoff Financial Planning
Connecticut
$85K
EIP
2121
Ellis Investment Partners
Pennsylvania
$85K +$23.7K +46 +46%
FFA
2122
Freedman Financial Associates
Massachusetts
$84K
CWP
2123
Concord Wealth Partners
Virginia
$83K -$2.06K -4 -3%
EC
2124
Estate Counselors
Wisconsin
$82K
GFPC
2125
Global Financial Private Client
Florida
$80.7K