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Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
776
Hanson & Doremus Investment Management
Vermont
$154K – – –
PTC
777
Private Trust Company
Ohio
$153K +$9.36K +35 +6%
SWM
778
Spire Wealth Management
Virginia
$149K -$26.5K -99 -15%
KFS
779
Kelly Financial Services
Massachusetts
$145K – – –
CSWM
780
Cassady Schiller Wealth Management
Ohio
$140K – – –
RP
781
Rowlandmiller & Partners
Georgia
$140K – – –
EWA
782
EverSource Wealth Advisors
Alabama
$134K -$802 -3 -0.6%
CAL
783
Capital Analysts LLC
Pennsylvania
$133K – – –
TLCM
784
Twin Lakes Capital Management
California
$131K – – –
NFSG
785
Newbridge Financial Services Group
Florida
$129K -$53.5K -200 -29%
AA
786
Alta Advisers
United Kingdom
$129K – – –
PWA
787
Provenance Wealth Advisors
Florida
$129K +$134K +500 New
KFI
788
Key Financial Inc
Pennsylvania
$119K – – –
PAM
789
Paradigm Asset Management
New York
$117K – – –
FCA
790
FinTrust Capital Advisors
South Carolina
$115K +$109K +406 +990%
WOSD
791
WFA of San Diego
California
$111K – – –
IFAM
792
Institutional & Family Asset Management
Colorado
$111K +$7.76K +29 +7%
NS
793
NBC Securities
Alabama
$110K +$114K +428 New
MHR
794
Matthew Hamilton Rosenberg
$106K – – –
HB
795
Horizon Bancorp
Indiana
$106K +$86.1K +322 +362%
FSCM
796
Front Street Capital Management
Montana
$103K +$107K +400 New
CLOS
797
Compagnie Lombard Odier SCmA
Switzerland
$103K +$57.5K +215 +116%
TSW
798
Thompson Siegel & Walmsley
Virginia
$101K – – –
NF
799
Norwood Financial
Pennsylvania
$98.9K +$2.67K +10 +3%
JWM
800
Janiczek Wealth Management
Colorado
$95.1K +$1.6K +6 +2%