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Name Holding Trade Value Shares
Change
Change in
Stake
AC
1526
Alexandria Capital
Virginia
$98K +$498 +3 +0.5%
CFG
1527
CKW Financial Group
Hawaii
$98K +$83.1K +500 +500%
OFW
1528
Omnia Family Wealth
Florida
$96K -$332 -2 -0.3%
PMFA
1529
Plante Moran Financial Advisors
Michigan
$95K -$423K -2,547 -82%
MFW
1530
Mosaic Family Wealth
Missouri
$94K +$665 +4 +0.7%
PB
1531
Pinnacle Bancorp
Nebraska
$86K +$87.6K +527 New
MWM
1532
Mascoma Wealth Management
New Hampshire
$85K
VIM
1533
Veritas Investment Management
United Kingdom
$85K
RBC
1534
Roble Belko & Company
Pennsylvania
$72K
RI
1535
Redwood Investments
Massachusetts
$67K
BCM
1536
Blume Capital Management
California
$66K
BWM
1537
Baystate Wealth Management
Massachusetts
$65K +$5.32K +32 +9%
GBT
1538
Grove Bank & Trust
Florida
$64K -$1.83M -11,025 -97%
CPP
1539
Crow Point Partners
Massachusetts
$64K +$15.1K +91 +31%
WA
1540
Winfield Associates
Ohio
$63K +$8.31K +50 +15%
TC
1541
Trust Company
Kansas
$63K +$9.64K +58 +18%
GEA
1542
Glen Eagle Advisors
New Jersey
$62.5K +$7.64K +46 +14%
MWM
1543
MinichMacGregor Wealth Management
New York
$58K
AWM
1544
AllSquare Wealth Management
New York
$57K +$28.7K +173 +99%
JCM
1545
Jacobi Capital Management
Pennsylvania
$56K
WP
1546
WealthPLAN Partners
Nebraska
$54.8K +$56.2K +338 New
LCM
1547
Liberty Capital Management
Michigan
$49K
PFGIA
1548
Patriot Financial Group Insurance Agency
Massachusetts
$49K +$332 +2 +0.7%
GBBWRPM
1549
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$45K
Barrow, Hanley, Mewhinney & Strauss
1550
Barrow, Hanley, Mewhinney & Strauss
Texas
$41K +$41.2K +248 New