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Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
1001
Trust Company of Vermont
Vermont
$45.6K – – –
HGERS
1002
Householder Group Estate & Retirement Specialist
Arizona
$45K – – –
BWM
1003
BerganKDV Wealth Management
Minnesota
$44.2K -$16.1K -25 -28%
BWL
1004
Bogart Wealth LLC
Virginia
$44.2K +$23.1K +36 +124%
GBT
1005
Grove Bank & Trust
Florida
$42.9K – – –
FCA
1006
FinTrust Capital Advisors
South Carolina
$42.1K – – –
JAM
1007
JCIC Asset Management
Ontario, Canada
$41.5K -$3.85K -6 -9%
IFAM
1008
Institutional & Family Asset Management
Colorado
$41.5K -$2.57K -4 -6%
ST
1009
Sageworth Trust
Pennsylvania
$41.5K +$39.2K +61 New
HWA
1010
HHM Wealth Advisors
Tennessee
$40.8K -$4.5K -7 -10%
GIA
1011
GHP Investment Advisors
Colorado
$38.8K – – –
PCA
1012
Providence Capital Advisors
North Carolina
$38.8K +$36.6K +57 New
BWA
1013
BDO Wealth Advisors
Florida
$38.1K – – –
PSB
1014
Piscataqua Savings Bank
New Hampshire
$37.4K – – –
AAG
1015
Armstrong Advisory Group
Massachusetts
$35.4K +$18.6K +29 +126%
PCTC
1016
Perkins Coie Trust Company
Washington
$35.4K – – –
BCMLT
1017
Beacon Capital Management LLC (Tennessee)
Tennessee
$34K – – –
ONST
1018
Old North State Trust
North Carolina
$34K – – –
CCA
1019
Catalyst Capital Advisors
New York
$33.4K -$12.8K -20 -29%
SC
1020
Schubert & Co
Texas
$32.7K +$15.4K +24 +100%
GWM
1021
Geneos Wealth Management
Colorado
$31.3K -$18K -28 -38%
HFS
1022
HBC Financial Services
Washington
$31K +$32.1K +50 New
RA
1023
Rise Advisors
New York
$30K -$1.93K -3 -6%
FA
1024
Fortis Advisors
Pennsylvania
$30K – – –
Jones Financial Companies
1025
Jones Financial Companies
Missouri
$29.3K – – –