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Name Holding Trade Value Shares
Change
Change in
Stake
KTM
1701
Keeler Thomas Management
Utah
$32K +$33.4K +189 New
LBG
1702
Lloyds Banking Group
United Kingdom
$31K – – –
PS
1703
Portfolio Strategies
New York
$30K +$31K +175 New
NSB
1704
Norway Savings Bank
Maine
$27K – – –
PSC
1705
Prentiss Smith & Co
Vermont
$26K – – –
TC
1706
Trust Company
Kansas
$26K – – –
CWM
1707
Catamount Wealth Management
Connecticut
$24K +$3.54K +20 +17%
LWM
1708
Lenox Wealth Management
Ohio
$23K -$14.2K -80 -37%
CCMW
1709
Cypress Capital Management (Wyoming)
Wyoming
$23K +$14.2K +80 +145%
CB
1710
CNB Bank
Pennsylvania
$23K +$23.9K +135 New
CAC
1711
Certified Advisory Corp
Florida
$21K +$22.3K +126 New
BRC
1712
Bell Rock Capital
Delaware
$17K -$7.08K -40 -29%
CFG
1713
CKW Financial Group
Hawaii
$17K – – –
FCA
1714
Florence Capital Advisors
New York
$17K +$17.7K +100 New
HFM
1715
Hartford Financial Management
Connecticut
$16K – – –
WWMSC
1716
Wagner Wealth Management (South Carolina)
South Carolina
$16K +$15.9K +90 New
DCM
1717
Delpha Capital Management
New York
$16K +$16.3K +92 New
LWA
1718
Lenox Wealth Advisors
New York
$15K +$14.9K +84 +1,680%
MGIA
1719
Moneta Group Investment Advisors
Missouri
$15K +$14.9K +84 New
PCFFS
1720
Pacific Center for Financial Services
California
$14K – – –
PCA
1721
Peddock Capital Advisors
Massachusetts
$12K – – –
TWMP
1722
Taylor Wealth Management Partners
Massachusetts
$11K – – –
TODC
1723
Trustees of Dartmouth College
New Hampshire
$11K +$11K +62 New
AFIA
1724
America First Investment Advisors
Nebraska
$11K +$11.7K +66 New
LA
1725
Legacy Advisors
Pennsylvania
$9K – – –