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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1101
Tortoise Investment Management
New York
$14.7K +$1.33K +2 +9%
TCA
1102
Trifecta Capital Advisors
Illinois
$14.7K +$16.6K +25 New
MTIC
1103
Missouri Trust & Investment Company
Missouri
$13.5K
FWM
1104
Focused Wealth Management
New York
$13K
CP
1105
Castleview Partners
Texas
$13K
FCMT
1106
Founders Capital Management (Texas)
Texas
$13K +$14.6K +22 New
AIC
1107
Archer Investment Corporation
Indiana
$12.4K
BWM
1108
Baystate Wealth Management
Massachusetts
$11.8K -$1.99K -3 -13%
BC
1109
Barrett & Company
Rhode Island
$11.8K
CTA
1110
Colonial Trust Advisors
South Carolina
$11.8K
ME
1111
McIlrath & Eck
Washington
$11.8K
SA
1112
SRH Advisors
Kansas
$11.8K
TF
1113
Tompkins Financial
New York
$11.8K
NIC
1114
Northwest Investment Counselors
Oregon
$11.8K +$6.64K +10 +100%
CSWM
1115
Cassady Schiller Wealth Management
Ohio
$11.8K +$13.3K +20 New
CWP
1116
Concord Wealth Partners
Virginia
$10.6K
CAC
1117
Core Alternative Capital
Georgia
$10.6K
KA
1118
Kozak & Associates
Colorado
$9.56K +$10.6K +16 New
LF
1119
Lee Financial
Texas
$9.42K
CAM
1120
Chesapeake Asset Management
New York
$9.42K +$10.6K +16 New
SWA
1121
SOA Wealth Advisors
New York
$9.31K +$6.19M +9,313 New
VF
1122
VitalStone Financial
Texas
$9K
SIS
1123
Sound Income Strategies
Florida
$8.83K
UCB
1124
United Community Bank
South Carolina
$8.83K
JFG
1125
JDM Financial Group
Texas
$8.83K +$3.98K +6 +67%