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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
776
Private Trust Company
Ohio
$153K +$9.36K +35 +6%
SWM
777
Spire Wealth Management
Virginia
$149K -$26.5K -99 -15%
KFS
778
Kelly Financial Services
Massachusetts
$145K
CSWM
779
Cassady Schiller Wealth Management
Ohio
$140K
RP
780
Rowlandmiller & Partners
Georgia
$140K
EWA
781
EverSource Wealth Advisors
Alabama
$134K -$802 -3 -0.6%
CAL
782
Capital Analysts LLC
Pennsylvania
$133K
TLCM
783
Twin Lakes Capital Management
California
$131K
NFSG
784
Newbridge Financial Services Group
Florida
$129K -$53.5K -200 -29%
AA
785
Alta Advisers
United Kingdom
$129K
PWA
786
Provenance Wealth Advisors
Florida
$129K +$134K +500 New
KFI
787
Key Financial Inc
Pennsylvania
$119K
PAM
788
Paradigm Asset Management
New York
$117K
FCA
789
FinTrust Capital Advisors
South Carolina
$115K +$109K +406 +990%
WOSD
790
WFA of San Diego
California
$111K
IFAM
791
Institutional & Family Asset Management
Colorado
$111K +$7.76K +29 +7%
NS
792
NBC Securities
Alabama
$110K +$114K +428 New
MHR
793
Matthew Hamilton Rosenberg
$106K
HB
794
Horizon Bancorp
Indiana
$106K +$86.1K +322 +362%
FSCM
795
Front Street Capital Management
Montana
$103K +$107K +400 New
CLOS
796
Compagnie Lombard Odier SCmA
Switzerland
$103K +$57.5K +215 +116%
TSW
797
Thompson Siegel & Walmsley
Virginia
$101K
NF
798
Norwood Financial
Pennsylvania
$98.9K +$2.67K +10 +3%
JWM
799
Janiczek Wealth Management
Colorado
$95.1K +$1.6K +6 +2%
JPWM
800
Jamison Private Wealth Management
Georgia
$93.8K +$97.6K +365 New