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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
1026
Golden State Wealth Management
California
$8K – – –
LFG
1027
LifePlan Financial Group
Ohio
$8K – – –
MAM
1028
Marquette Asset Management
Minnesota
$8K +$8.14K +50 New
ONST
1029
Old North State Trust
North Carolina
$8K +$8.3K +51 New
DP
1030
Denver PWM
Colorado
$7.98K +$8.63K +53 New
KFS
1031
Kelly Financial Services
Massachusetts
$7.74K – – –
WPW
1032
Winthrop Partners - WNY
New York
$7.59K – – –
AF
1033
Arrow Financial
New York
$7K -$5.53K -34 -44%
TIM
1034
Tortoise Investment Management
New York
$7K -$2.93K -18 -27%
1832 Asset Management
1035
1832 Asset Management
Ontario, Canada
$6K -$6.51M -39,978 -100%
WWM
1036
Willingdon Wealth Management
North Carolina
$6K -$13.2K -81 -68%
TL
1037
TrueWealth LLC
Georgia
$6K -$5.53K -34 -48%
IFAM
1038
Institutional & Family Asset Management
Colorado
$6K -$2.28K -14 -26%
IRC
1039
Investors Research Corp
Georgia
$6K – – –
TC
1040
Trust Company
Kansas
$6K – – –
TAIM
1041
TD Ameritrade Investment Management
Nebraska
$6K +$2.12K +13 +54%
PG
1042
Proffitt & Goodson
Tennessee
$6K +$6.35K +39 New
NL
1043
NVWM LLC
Pennsylvania
$5K – – –
RWM
1044
Raffa Wealth Management
District of Columbia
$4.25K +$4.56K +28 New
CHC
1045
City Holding Co
West Virginia
$4K – – –
EWA
1046
Evolution Wealth Advisors
Florida
$4K – – –
LF
1047
Lee Financial
Texas
$4K +$1.47K +9 +47%
MCMT
1048
Moon Capital Management (Tennessee)
Tennessee
$3K -$53.2K -327 -1%
FBT
1049
First Bank & Trust
South Dakota
$3K -$3.42K -21 -50%
BCI
1050
Brinker Capital Investments
Pennsylvania
$3K – – –