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Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
926
Hanson & Doremus Investment Management
Vermont
$149K -$23K -76 -13%
ETC
927
Exchange Traded Concepts
Oklahoma
$149K +$6.67K +22 +5%
DWA
928
Dougherty Wealth Advisers
Minnesota
$148K – – –
WT
929
Washington Trust
Rhode Island
$148K +$90K +297 +228%
CHC
930
City Holding Co
West Virginia
$147K +$15.1K +50 +13%
BFC
931
Bedel Financial Consulting
Indiana
$141K -$23.3K -77 -16%
AA
932
AlphaCentric Advisors
Puerto Rico
$139K – – –
BWP
933
Baldwin Wealth Partners
Massachusetts
$139K – – –
PWM
934
Prentice Wealth Management
New York
$134K -$28.2K -93 -19%
PCTC
935
Perkins Coie Trust Company
Washington
$127K +$4.85K +16 +5%
IAS
936
IMA Advisory Services
Colorado
$124K -$10.6K -35 -9%
ADL
937
Asset Dedication LLC
California
$122K – – –
OIA
938
Optimum Investment Advisors
Illinois
$122K – – –
TPCW
939
TD Private Client Wealth
New York
$118K +$7.27K +24 +8%
LC
940
Lindbrook Capital
California
$117K +$33.6K +111 +49%
CI
941
CX Institutional
Indiana
$116K +$29.4K +97 +41%
CB
942
CNB Bank
Pennsylvania
$114K -$33.9K -112 -25%
GWS
943
Glassman Wealth Services
Virginia
$113K +$4.24K +14 +4%
ZB
944
Zions Bancorporation
Utah
$107K +$36.7K +121 +64%
JWM
945
Janiczek Wealth Management
Colorado
$106K +$8.18K +27 +10%
WIM
946
Westside Investment Management
California
$104K -$164K -540 -26%
HPC
947
HM Payson & Co
Maine
$104K -$7.27K -24 -7%
APWA
948
Atlas Private Wealth Advisors
New Jersey
$104K – – –
MSFP
949
Mark Sheptoff Financial Planning
Connecticut
$104K +$90.9K +300 New
DI
950
Disciplined Investments
Oklahoma
$96K – – –