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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
1401
Flagship Harbor Advisors
Massachusetts
$152K -$306K -2,777 -67%
WETS
1402
Wealth Enhancement Trust Services
South Dakota
$151K +$150K +1,366 New
RIL
1403
Rothschild Investment LLC
Illinois
$150K +$3.19K +29 +2%
TCOT
1404
Trust Company of Toledo
Ohio
$149K
BC
1405
Barrett & Company
Rhode Island
$148K
CAL
1406
Capital Analysts LLC
Pennsylvania
$141K +$771 +7 +0.5%
VWA
1407
VSM Wealth Advisory
Maryland
$140K
SSG
1408
Summit Securities Group
New York
$137K +$45.5K +413 +50%
DCM
1409
Davis Capital Management
Florida
$134K -$5.4K -49 -4%
CFG
1410
CKW Financial Group
Hawaii
$133K
FWA
1411
Flagship Wealth Advisors
Massachusetts
$132K
LGWM
1412
Litman Gregory Wealth Management
California
$131K +$131K +1,192 New
SIM
1413
Sentry Investment Management
Wisconsin
$128K
CFFP
1414
Center for Financial Planning
Michigan
$124K +$4.3K +39 +4%
FDP
1415
Financiere des Professionnels
Quebec, Canada
$121K
WSCM
1416
Wellington Shields Capital Management
New York
$121K
SWP
1417
Strategic Wealth Partners
Ohio
$120K +$21.6K +196 +22%
BWA
1418
Basecamp Wealth Advisors
Washington
$118K +$118K +1,068 New
BSB
1419
Bangor Savings Bank
Maine
$116K -$220 -2 -0.2%
ADL
1420
Asset Dedication LLC
California
$116K -$13.7K -124 -11%
IBOK
1421
Independence Bank of Kentucky
Kentucky
$116K
KA
1422
Kozak & Associates
Colorado
$113K +$551 +5 +0.5%
MCM
1423
Manchester Capital Management
Vermont
$113K +$82.6K +750 +277%
BCWM
1424
Bartlett & Co Wealth Management
Ohio
$112K
QC
1425
Quent Capital
New York
$110K -$3.85K -35 -3%