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Name Holding Trade Value Shares
Change
Change in
Stake
KKAMG
1001
Kernodle & Katon Asset Management Group
Arkansas
$10K -$26.1K -88 -70%
BC
1002
Bartlett & Co
Ohio
$10K – – –
CJA
1003
C-J Advisory
California
$9K – – –
JIC
1004
Joel Isaacson & Co
New York
$9K – – –
WAS
1005
Winch Advisory Services
Wisconsin
$9K – – –
AC
1006
Alexandria Capital
Virginia
$7K – – –
CFG
1007
Citizens Financial Group
Rhode Island
$7K – – –
PRS
1008
Pinkerton Retirement Specialists
Idaho
$7K +$1.78K +6 +33%
PWM
1009
Perigon Wealth Management
California
$7K +$7.11K +24 New
AWM
1010
AllSquare Wealth Management
New York
$6K -$2.96K -10 -31%
GAM
1011
Guinness Asset Management
United Kingdom
$6K +$5.93K +20 New
CAL
1012
Capital Advisors Ltd
Ohio
$5K – – –
VWM
1013
Valley Wealth Managers
New Jersey
$5K +$4.74K +16 New
NSIM
1014
North Star Investment Management
Illinois
$4K – – –
SIG
1015
Stanford Investment Group
California
$4K – – –
TWMP
1016
Taylor Wealth Management Partners
Massachusetts
$4K – – –
DPA
1017
Delphi Private Advisors
California
$3K -$1.19K -4 -29%
OC
1018
Oakworth Capital
Alabama
$3K – – –
SBL
1019
Sargent Bickham Lagudis
Colorado
$3K +$3.26K +11 New
JT
1020
Jump Trading
Illinois
$2K -$177K -596 -99%
PFSC
1021
Peoples Financial Services Corp
Pennsylvania
$2K – – –
QAM
1022
QCI Asset Management
New York
$2K – – –
WB
1023
Webster Bank
Connecticut
$2K +$1.78K +6 New
HTHT
1024
Hemenway Trust Hemenway Trust
New Hampshire
$2K +$2.37K +8 New
RWM
1025
Raffa Wealth Management
District of Columbia
$1.42K – – –