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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
901
Mark Sheptoff Financial Planning
Connecticut
$70K -$141 -1 -0.2%
DAM
902
Delta Asset Management
Tennessee
$70K +$14.4K +102 +27%
TWA
903
TCI Wealth Advisors
Arizona
$68K -$26.3K -187 -29%
HDIM
904
Hanson & Doremus Investment Management
Vermont
$68K – – –
JWA
905
JFS Wealth Advisors
Pennsylvania
$63K +$8.45K +60 +16%
RFWA
906
RPg Family Wealth Advisory
Massachusetts
$62.2K +$37.4K +266 +164%
TDC
907
Thompson Davis & Co
Virginia
$59K -$6.19K -44 -10%
KLWA
908
Kelly Lawrence W & Associates
California
$55K -$422 -3 -0.8%
VCM
909
Versant Capital Management
Arizona
$50K -$563 -4 -1%
BAM
910
Bruderman Asset Management
New York
$48K +$46.6K +331 New
IWM
911
IHT Wealth Management
Illinois
$46K -$25.9K -184 -6%
PFSC
912
Peoples Financial Services Corp
Pennsylvania
$46K +$6.33K +45 +17%
BL
913
Balentine LLC
Georgia
$46K +$27.2K +193 +160%
GWM
914
Geneos Wealth Management
Colorado
$45K -$7.46K -53 -14%
FCMT
915
Founders Capital Management (Texas)
Texas
$44K – – –
CJA
916
C-J Advisory
California
$43K – – –
IUHSA
917
Itau Unibanco Holding S.A.
Brazil
$43K +$21.5K +153 +107%
PCP
918
Proficio Capital Partners
Massachusetts
$41K +$563 +4 +1%
ST
919
Sageworth Trust
Pennsylvania
$41K +$39.4K +280 New
SWA
920
Sutton Wealth Advisors
Florida
$40.7K +$422 +3 +1%
PS
921
Portfolio Solutions
Michigan
$36K -$12.4K -88 -26%
TIM
922
Tortoise Investment Management
New York
$36K -$3.8K -27 -10%
SFG
923
Sage Financial Group
Pennsylvania
$36K – – –
TWMP
924
Taylor Wealth Management Partners
Massachusetts
$36K – – –
AIM
925
Arcadia Investment Management
Michigan
$35K – – –
35 36
37
38 39