Name Holding Trade Value Shares
Change
Change in
Stake
AA
2201
Addison Advisors
Vermont
$134K +$4.9K +20 +4%
HFS
2202
Heritage Financial Services
Massachusetts
$132K +$133K +543 New
RTC
2203
Riverview Trust Company
Washington
$128K – – –
FPS
2204
Fieldpoint Private Securities
Connecticut
$126K -$470K -1,918 -79%
FNBOSM
2205
First National Bank of South Miami
Florida
$124K -$44.1K -180 -26%
OCM
2206
Orion Capital Management
California
$122K – – –
FC
2207
Family CFO
California
$122K – – –
CWM
2208
Cedar Wealth Management
California
$121K -$418K -1,707 -77%
IAS
2209
IMA Advisory Services
Colorado
$117K -$15.9K -65 -12%
CWM
2210
Castle Wealth Management
Florida
$117K +$118K +480 New
LF
2211
Lee Financial
Texas
$113K +$2.94K +12 +3%
PB
2212
Pinnacle Bancorp
Nebraska
$111K -$3.68K -15 -3%
JWM
2213
Janiczek Wealth Management
Colorado
$110K -$8.82K -36 -7%
FFC
2214
First Financial Corp
Indiana
$110K – – –
PSB
2215
Piscataqua Savings Bank
New Hampshire
$109K – – –
SIS
2216
Sound Income Strategies
Florida
$109K +$14.7K +60 +15%
CCA
2217
Catalyst Capital Advisors
New York
$108K +$13.7K +56 +14%
M1FG
2218
Mach-1 Financial Group
Arkansas
$104K +$55.9K +228 +112%
TF
2219
TimeScale Financial
Massachusetts
$101K +$490 +2 +0.5%
CCM
2220
Copeland Capital Management
Pennsylvania
$100K – – –
FMTCOCP
2221
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$100K +$5.15K +21 +5%
HIM
2222
Hillsdale Investment Management
Ontario, Canada
$99K +$20.3K +83 +26%
AWM
2223
AllSquare Wealth Management
New York
$98K – – –
ODG
2224
O'Dell Group
Ohio
$96K -$36.8K -150 -27%
FPFS
2225
First Personal Financial Services
North Carolina
$96K – – –