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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
851
Anchor Investment Management
South Carolina
$16.8K – – –
AFG
852
Albion Financial Group
Utah
$16K – – –
IBOK
853
Independence Bank of Kentucky
Kentucky
$16K – – –
TWM
854
Tradition Wealth Management
Minnesota
$16K – – –
RTC
855
Riverview Trust Company
Washington
$16K +$16.3K +75 New
PFGIA
856
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$34.1K -157 -69%
SCA
857
Stonebridge Capital Advisors
Minnesota
$15K -$435 -2 -3%
PCFFS
858
Pacific Center for Financial Services
California
$15K – – –
RG
859
Retirement Group
California
$15K +$1.96K +9 +14%
MCM
860
MV Capital Management
Maryland
$15K +$8.7K +40 +121%
BCM
861
Blume Capital Management
California
$15K +$9.79K +45 +161%
MPWT
862
MassMutual Private Wealth & Trust
Connecticut
$15K +$12K +55 +306%
WPA
863
West Paces Advisors
Georgia
$14.7K – – –
FFWM
864
Future Financial Wealth Management
Ohio
$14K -$21.7K -100 -61%
VCM
865
Versant Capital Management
Arizona
$14K -$1.52K -7 -9%
FCT
866
First Community Trust
Iowa
$14K – – –
SWA
867
SOA Wealth Advisors
New York
$14K – – –
VNA
868
Valley National Advisers
Pennsylvania
$13K -$5.65K -26 -30%
BWM
869
BerganKDV Wealth Management
Minnesota
$13K -$652 -3 -5%
PCG
870
Private Capital Group
Connecticut
$13K -$435 -2 -3%
FPFS
871
First Personal Financial Services
North Carolina
$13K +$5.22K +24 +67%
JWA
872
JFS Wealth Advisors
Pennsylvania
$13K +$8.48K +39 +186%
GRP
873
Global Retirement Partners
California
$13K +$13.9K +64 New
ME
874
McIlrath & Eck
Washington
$12K – – –
RBC
875
Roble Belko & Company
Pennsylvania
$11K – – –