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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1076
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$5.13K +16 +32%
BDWM
1077
Brewin Dolphin Wealth Management
Ireland
$20.7K +$20.9K +65 New
GRP
1078
Global Retirement Partners
California
$20K -$5.45K -17 -21%
ATC
1079
Adirondack Trust Company
New York
$20K – – –
VDFA
1080
Vickerman & Driscoll Financial Advisors
Washington
$19K +$19.2K +60 New
PA
1081
Perennial Advisors
New York
$18K – – –
VCM
1082
Vigilant Capital Management
Maine
$16K +$16.4K +51 New
RPC
1083
Rossmore Private Capital
Connecticut
$14.3K +$14.4K +45 New
AW
1084
Alpha Windward
Massachusetts
$14K -$2.25K -7 -14%
NSIM
1085
North Star Investment Management
Illinois
$14K – – –
PWM
1086
Perigon Wealth Management
California
$12K -$302K -941 -96%
ANBT
1087
American National Bank & Trust
Texas
$12K – – –
FFG
1088
Ford Financial Group
California
$12K +$12.2K +38 New
PW
1089
Price Wealth
Texas
$12K +$12.8K +40 New
SWP
1090
Strategic Wealth Partners
Ohio
$11K +$10.9K +34 New
AFIA
1091
America First Investment Advisors
Nebraska
$11K +$11.2K +35 New
NMC
1092
Nine Masts Capital
Hong Kong
$10K -$574K -1,789 -98%
CJA
1093
C-J Advisory
California
$10K – – –
MCM
1094
MV Capital Management
Maryland
$10K – – –
LWM
1095
Lenox Wealth Management
Ohio
$9K – – –
PO
1096
Private Ocean
California
$9K +$8.66K +27 New
CAM
1097
Close Asset Management
United Kingdom
$8K -$241K -750 -97%
BC
1098
Bartlett & Co
Ohio
$8K – – –
PK
1099
Pflug Koory
Nebraska
$8K – – –
CFD
1100
Creative Financial Designs
Indiana
$8K +$8.02K +25 New