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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
1201
Bartlett & Co Wealth Management
Ohio
$60.6K +$62.1K +330 New
WAM
1202
Watermark Asset Management
California
$60K – – –
AWA
1203
Acorn Wealth Advisors
Michigan
$59K – – –
IF
1204
Ironwood Financial
Arizona
$58K +$10.2K +54 +21%
BFC
1205
Bedel Financial Consulting
Indiana
$58K +$59.3K +315 New
CBT
1206
Central Bank & Trust
Kentucky
$57K +$11.7K +62 +25%
FMTCOCP
1207
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$55.1K – – –
SIS
1208
Sound Income Strategies
Florida
$53K – – –
EFSCE
1209
Enterprise Financial Services Corp (EFSC)
Missouri
$53K +$20.1K +107 +58%
Cohen & Steers
1210
Cohen & Steers
New York
$49K +$49.9K +265 New
FFC
1211
First Financial Corp
Indiana
$48K -$14.1K -75 -22%
ML
1212
McAdam LLC
Pennsylvania
$48K +$49.1K +261 New
CAL
1213
Capital Analysts LLC
Pennsylvania
$46K -$37.7K -200 -44%
SMG
1214
Spectrum Management Group
Indiana
$46K – – –
AF
1215
Allworth Financial
California
$46K +$11.3K +60 +31%
IIC
1216
Integrated Investment Consultants
Michigan
$46K +$46.7K +248 New
FGC
1217
Financial Gravity Companies
Texas
$45K – – –
FGAM
1218
Financial Gravity Asset Management
Texas
$45K +$46.9K +249 New
RFWA
1219
RPg Family Wealth Advisory
Massachusetts
$44.2K -$5.46K -29 -11%
MSA
1220
Marino Stram & Associates
Massachusetts
$44K +$8.47K +45 +23%
AWM
1221
Aevitas Wealth Management
Massachusetts
$43K – – –
PSC
1222
Prentiss Smith & Co
Vermont
$43K +$6.97K +37 +19%
CHP
1223
Cable Hill Partners
Oregon
$42K -$7.72K -41 -14%
MWM
1224
MinichMacGregor Wealth Management
New York
$42K – – –
ACM
1225
Armbruster Capital Management
New York
$39K +$18.8K +100 +91%