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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1051
Burt Wealth Advisors
Maryland
$21K
PCFFS
1052
Pacific Center for Financial Services
California
$21K
VNA
1053
Valley National Advisers
Pennsylvania
$20K
CCM
1054
Cribstone Capital Management
Maine
$20K +$2.79K +9 +14%
TIM
1055
Tortoise Investment Management
New York
$19K +$18.6K +60 +750%
AF
1056
Arrow Financial
New York
$18K -$1.55M -5,000 -99%
AWA
1057
Acorn Wealth Advisors
Michigan
$18K
PFGIA
1058
Patriot Financial Group Insurance Agency
Massachusetts
$18K
ATC
1059
Adirondack Trust Company
New York
$18K +$621 +2 +3%
BDWM
1060
Brewin Dolphin Wealth Management
Ireland
$17.8K
ACA
1061
Atlas Capital Advisors
Wyoming
$17.3K +$19.6K +63 New
ACS
1062
Archford Capital Strategies
Illinois
$16K +$15.5K +50 New
PA
1063
Perennial Advisors
New York
$15K
RWP
1064
RWA Wealth Partners
Massachusetts
$13K +$14.3K +46 New
NC
1065
NewSquare Capital
Pennsylvania
$12K -$12.4K -40 -48%
VDFA
1066
Vickerman & Driscoll Financial Advisors
Washington
$12K -$5.59K -18 -30%
AW
1067
Alpha Windward
Massachusetts
$12K
ST
1068
Sageworth Trust
Pennsylvania
$12K +$13.3K +43 New
BC
1069
Bartlett & Co
Ohio
$11K +$4.66K +15 +60%
BCWM
1070
Bartlett & Co Wealth Management
Ohio
$11K +$12.4K +40 New
NSIM
1071
North Star Investment Management
Illinois
$10K -$1.86K -6 -14%
ANBT
1072
American National Bank & Trust
Texas
$10K
NWM
1073
Northwest Wealth Management
Iowa
$10K +$11.2K +36 New
TC
1074
Trilogy Capital
California
$10K +$11.8K +38 New
MIFH
1075
Migdal Insurance & Financial Holdings
Israel
$9K -$91.9K -296 -90%