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Name Holding Trade Value Shares
Change
Change in
Stake
Stonehage Fleming Financial Services
1326
Stonehage Fleming Financial Services
Jersey
$106K – – –
Ancora Advisors
1327
Ancora Advisors
Ohio
$106K +$103K +992 New
JWA
1328
JFS Wealth Advisors
Pennsylvania
$104K – – –
WC
1329
Whitney & Co
New York
$104K +$16.1K +155 +19%
THWM
1330
Taylor Hoffman Wealth Management
Virginia
$102K – – –
CC
1331
Claybrook Capital
Massachusetts
$96K – – –
Destination Wealth Management
1332
Destination Wealth Management
California
$94K -$18.3K -176 -17%
BWM
1333
Baystate Wealth Management
Massachusetts
$94K +$312 +3 +0.3%
EWM
1334
Endurance Wealth Management
Rhode Island
$91K – – –
IDBONY
1335
Israel Discount Bank of New York
New York
$85K – – –
AP
1336
Arlington Partners
Alabama
$85K +$83.2K +800 New
NSB
1337
Norway Savings Bank
Maine
$82K -$7.7K -74 -9%
Gradient Investments
1338
Gradient Investments
Minnesota
$81K – – –
Allworth Financial
1339
Allworth Financial
California
$81K +$39.3K +378 +99%
SIAS
1340
Shine Investment Advisory Services
Colorado
$80K -$4.47K -43 -5%
DWA
1341
Divergent Wealth Advisors
Utah
$80K – – –
LFA
1342
Legacy Financial Advisors
Kentucky
$79K – – –
Group One Trading
1343
Group One Trading
Illinois
$77K – – –
TCM
1344
Tradewinds Capital Management
Washington
$77K – – –
GAM
1345
Gemmer Asset Management
California
$76K -$3.95K -38 -5%
BWM
1346
BerganKDV Wealth Management
Minnesota
$75K – – –
HCM
1347
Highlander Capital Management
New Jersey
$75K – – –
ICM
1348
IMS Capital Management
Oregon
$75K +$72.8K +700 New
EWM
1349
Elmwood Wealth Management
California
$71.9K – – –
SFM
1350
Signet Financial Management
New Jersey
$70K -$30.3K -291 -31%