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Name Holding Trade Value Shares
Change
Change in
Stake
WTB
1051
Washington Trust Bank
Washington
$8K
NSIM
1052
North Star Investment Management
Illinois
$7K -$3.1K -24 -31%
PO
1053
Private Ocean
California
$7K
LPWM
1054
Lake Point Wealth Management
Texas
$7K +$6.59K +51 New
JFA
1055
JNBA Financial Advisors
Minnesota
$7K +$7.24K +56 New
LWM
1056
Liberty Wealth Management
California
$7K +$7.88K +61 New
HFM
1057
Hartford Financial Management
Connecticut
$6K
OAJ
1058
Ogorek Anthony Joseph
New York
$6K
RWM
1059
Raffa Wealth Management
District of Columbia
$5.43K
Fidelity International
1060
Fidelity International
Bermuda
$5K -$905 -7 -15%
IAS
1061
IMA Advisory Services
Colorado
$5K -$388 -3 -8%
AA
1062
AlphaMark Advisors
Kentucky
$5K
CFA
1063
Clarfeld Financial Advisors
New York
$5K +$4.39K +34 New
BHWM
1064
Bay Harbor Wealth Management
Maryland
$5K +$4.65K +36 New
TI
1065
Truehand Inc
New Hampshire
$5K +$4.65K +36 New
CB
1066
CNB Bank
Pennsylvania
$4K
KTC
1067
Kistler-Tiffany Companies
Pennsylvania
$4K
MWM
1068
Mascoma Wealth Management
New Hampshire
$4K
HIM
1069
Hillsdale Investment Management
Ontario, Canada
$4K +$646 +5 +20%
CIA
1070
CSat Investment Advisory
Michigan
$4K +$1.42K +11 +50%
W
1071
WealthOne
New York
$4K +$3.88K +30 New
EWM
1072
Elmwood Wealth Management
California
$3K
TFA
1073
Transamerica Financial Advisors
Florida
$3K
GWS
1074
Glassman Wealth Services
Virginia
$3K +$3.1K +24 +1,200%
MIM
1075
Macroview Investment Management
Maryland
$2K