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Name Holding Trade Value Shares
Change
Change in
Stake
NF
801
Norwood Financial
Pennsylvania
$111K
DGAM
802
Desjardins Global Asset Management
Quebec, Canada
$108K
MME
803
Meag Munich Ergo
Germany
$107K -$340K -1,600 -80%
BWP
804
Baldwin Wealth Partners
Massachusetts
$107K
CT
805
Cambridge Trust
Massachusetts
$107K +$425 +2 +0.5%
C
806
Covestor
United Kingdom
$105K -$7.43K -35 -8%
QCG
807
Quadrant Capital Group
Ohio
$103K -$22.9K -108 -22%
CLOS
808
Compagnie Lombard Odier SCmA
Switzerland
$103K +$39.3K +185 +93%
GWS
809
Glassman Wealth Services
Virginia
$96K -$850 -4 -1%
ETC
810
Exchange Traded Concepts
Oklahoma
$96K +$25.1K +118 +49%
WWM
811
Wolff Wiese Magana
California
$94K -$7.43K -35 -9%
OIA
812
Optimum Investment Advisors
Illinois
$94K
EWA
813
EverSource Wealth Advisors
Alabama
$92K +$59K +278 +434%
SWM
814
Spire Wealth Management
Virginia
$89K -$41K -193 -37%
WT
815
Washington Trust
Rhode Island
$83K
CBT
816
CoreFirst Bank & Trust
Kansas
$81K
CHC
817
City Holding Co
West Virginia
$80K
HPC
818
HM Payson & Co
Maine
$80K
ZIG
819
Zullo Investment Group
Pennsylvania
$80K
SAM
820
Selway Asset Management
$80K +$63.7K +300 New
DI
821
Disciplined Investments
Oklahoma
$78K
APP
822
Alpha Paradigm Partners
Illinois
$77K +$61.2K +288 New
GWM
823
Geneos Wealth Management
Colorado
$76K -$244K -1,150 -80%
Bank of Montreal
824
Bank of Montreal
Ontario, Canada
$75.7K +$10.8M +50,627 +22%
MA
825
MCF Advisors
Kentucky
$68K