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Name Holding Trade Value Shares
Change
Change in
Stake
DBT
776
Dubuque Bank & Trust
Iowa
$12K -$38K -1,200 -76%
CB
777
Community Bank
New York
$12K
MSFP
778
Mark Sheptoff Financial Planning
Connecticut
$12K
RWA
779
Ropes Wealth Advisors
Massachusetts
$12K
TC
780
Trust Company
Kansas
$12K +$12K +380 New
IRS
781
Invictus RG (Singapore)
Singapore
$12K +$12.4K +392 New
SHJ
782
Sharkey, Howes & Javer
Colorado
$12K +$12.7K +400 New
AF
783
Arrow Financial
New York
$11K
TFA
784
Transamerica Financial Advisors
Florida
$11K
JAM
785
JCIC Asset Management
Ontario, Canada
$9K
PCTC
786
Perkins Coie Trust Company
Washington
$9K
TFO
787
Tarbox Family Office
California
$9K
WP
788
WealthPLAN Partners
Nebraska
$8K
VIA
789
Vantage Investment Advisors
Pennsylvania
$7K -$6.96K -220 -50%
RA
790
Rational Advisors
New York
$7K
SFPIA
791
Stevens First Principles Investment Advisors
California
$7K
RPG
792
Risk Paradigm Group
Texas
$6.22K
AC
793
Alexandria Capital
Virginia
$6K -$7.66K -242 -54%
UFA
794
US Financial Advisors
Massachusetts
$6K -$6.33K -200 -50%
KA
795
Klingman & Associates
New York
$6K
P
796
Palladiem
Pennsylvania
$6K
FA
797
FMA Advisory
Pennsylvania
$6K +$6.33K +200 New
MAS
798
Madden Advisory Services
Florida
$5K +$5.44K +172 New
HFM
799
Hartford Financial Management
Connecticut
$5K +$5.57K +176 New
AWM
800
Avior Wealth Management
Nebraska
$4K