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Name Holding Trade Value Shares
Change
Change in
Stake
FFW
1076
Fusion Family Wealth
New York
$19K -$47.9K -150 -70%
AIA
1077
Alera Investment Advisors
Illinois
$19K +$20.1K +63 New
BOPW
1078
Brandywine Oak Private Wealth
Pennsylvania
$19K +$21.1K +66 New
ATC
1079
Adirondack Trust Company
New York
$18K – – –
RBC
1080
Roble Belko & Company
Pennsylvania
$18K – – –
ST
1081
Somerset Trust
Pennsylvania
$17K +$15.3K +48 +600%
CFA
1082
Clarfeld Financial Advisors
New York
$16K +$16.9K +53 New
EWM
1083
Executive Wealth Management
Michigan
$16K +$16.9K +53 New
ACS
1084
Archford Capital Strategies
Illinois
$15K – – –
ONST
1085
Old North State Trust
North Carolina
$15K – – –
RWA
1086
River Wealth Advisors
Pennsylvania
$14K -$7.98K -25 -36%
TIM
1087
Tortoise Investment Management
New York
$14K – – –
LC
1088
Lavaca Capital
Texas
$14K +$14.4K +45 New
NC
1089
NewSquare Capital
Pennsylvania
$13K – – –
AIM
1090
Anchor Investment Management
South Carolina
$12K +$12.8K +40 New
SA
1091
SRH Advisors
Kansas
$12K – – –
WB
1092
Webster Bank
Connecticut
$12K – – –
ACA
1093
Atlas Capital Advisors
Wyoming
$11.1K – – –
ANBT
1094
American National Bank & Trust
Texas
$11K – – –
MSA
1095
Marino Stram & Associates
Massachusetts
$11K – – –
NWM
1096
Northwest Wealth Management
Iowa
$11K – – –
PK
1097
Pflug Koory
Nebraska
$11K – – –
AWM
1098
AllSquare Wealth Management
New York
$10K – – –
LWM
1099
Lenox Wealth Management
Ohio
$10K +$4.79K +15 +83%
CJA
1100
C-J Advisory
California
$9K – – –