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Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
1076
Alpha Omega Wealth Management
Virginia
$33K
SBL
1077
Sargent Bickham Lagudis
Colorado
$32K +$15.1K +167 +87%
EWM
1078
Edge Wealth Management
New York
$31K
RI
1079
Redwood Investments
Massachusetts
$31K
VNA
1080
Valley National Advisers
Pennsylvania
$29K
ADL
1081
Asset Dedication LLC
California
$29K +$9.06K +100 +43%
CCMW
1082
Cypress Capital Management (Wyoming)
Wyoming
$26.5K
VIA
1083
Vantage Investment Advisors
Pennsylvania
$26K -$19.6K -216 -42%
GI
1084
Gradient Investments
Minnesota
$25K +$2.9K +32 +13%
FWM
1085
Focused Wealth Management
New York
$23K
CCM
1086
Cribstone Capital Management
Maine
$19K
LWM
1087
LBA Wealth Management
Florida
$19K
WA
1088
Winfield Associates
Ohio
$19K
MSFP
1089
Mark Sheptoff Financial Planning
Connecticut
$18K
AWMS
1090
Advocacy Wealth Management Services
Georgia
$18K +$18.1K +200 New
SWA
1091
Sutton Wealth Advisors
Florida
$17.8K
PCM
1092
Penserra Capital Management
California
$17K +$6.25K +69 +55%
PIM
1093
Parasol Investment Management
Illinois
$16K -$26.7K -295 -61%
RBC
1094
Roble Belko & Company
Pennsylvania
$15K +$15K +166 New
DSN
1095
D. Scott Neal
Kentucky
$13K
TFO
1096
Tarbox Family Office
California
$13K
CHP
1097
Cable Hill Partners
Oregon
$12K +$9.7K +107 +306%
HDIM
1098
Hanson & Doremus Investment Management
Vermont
$11K
FNBSF
1099
First National Bank Sioux Falls
South Dakota
$10K
KT
1100
Kanaly Trust
Texas
$10K