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Name Holding Trade Value Shares
Change
Change in
Stake
MOS
851
MGO One Seven
Ohio
$17K – – –
LWM
852
Lenox Wealth Management
Ohio
$17K +$134 +1 +0.8%
SIM
853
Sonora Investment Management
Arizona
$16.1K +$16.3K +121 New
CBT
854
Capital Bank & Trust
California
$16K – – –
PG
855
Patten Group
Tennessee
$16K – – –
RWA
856
Ropes Wealth Advisors
Massachusetts
$16K – – –
YWP
857
YorkBridge Wealth Partners
New York
$16K – – –
IIC
858
Integrated Investment Consultants
Michigan
$16K +$16.4K +122 New
WTC
859
WhitTier Trust Company
Nevada
$15K -$3.63K -27 -19%
MFW
860
Mosaic Family Wealth
Missouri
$14K -$86.2K -642 -86%
GFP
861
Gryphon Financial Partners
Ohio
$13K -$13.4K -100 -51%
CHC
862
City Holding Co
West Virginia
$13K – – –
GAM
863
Gemmer Asset Management
California
$13K – – –
HFM
864
Hartford Financial Management
Connecticut
$13K – – –
HS
865
Horan Securities
United States
$13K – – –
HI
866
Hudock Inc
Pennsylvania
$13K – – –
PFSC
867
Peoples Financial Services Corp
Pennsylvania
$13K – – –
PK
868
Pflug Koory
Nebraska
$13K – – –
SA
869
SRH Advisors
Kansas
$13K – – –
PCP
870
Proficio Capital Partners
Massachusetts
$13K +$3.63K +27 +40%
FC
871
Ferris Capital
Massachusetts
$13K +$13.4K +100 New
PWAG
872
Polaris Wealth Advisory Group
California
$13K +$13.4K +100 New
BCI
873
Brinker Capital Investments
Pennsylvania
$12K -$368K -2,737 -97%
RFM
874
Royal Fund Management
Florida
$12K -$7.25K -54 -36%
VanEck Associates
875
VanEck Associates
New York
$12K +$11.8K +88 New