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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
1526
Simon Quick Advisors
New Jersey
$139K -$64.6K -1,825 -32%
IP
1527
Isthmus Partners
Wisconsin
$138K +$26.7K +755 +24%
TF
1528
Tompkins Financial
New York
$137K +$7.08K +200 +5%
WWM
1529
Willingdon Wealth Management
North Carolina
$137K +$9.34K +264 +7%
TC
1530
Trust Company
Kansas
$131K +$4.25K +120 +3%
WG
1531
Welch Group
Alabama
$129K
MSA
1532
Marino Stram & Associates
Massachusetts
$126K -$13.4K -378 -10%
AIM
1533
Acropolis Investment Management
Missouri
$126K +$126K +3,570 New
CAW
1534
Cornerstone Advisors (Washington)
Washington
$124K -$16.1K -456 -12%
MWM
1535
Mascoma Wealth Management
New Hampshire
$124K
SIAS
1536
Shine Investment Advisory Services
Colorado
$121K -$7.04K -199 -6%
CA
1537
Crewe Advisors
Utah
$118K
AIM
1538
Advantage Investment Management
Iowa
$118K +$1.24K +35 +1%
MCA
1539
Mercer Capital Advisers
New Jersey
$117K
PSC
1540
Prentiss Smith & Co
Vermont
$117K
ECM
1541
EII Capital Management
New York
$115K
THWM
1542
Taylor Hoffman Wealth Management
Virginia
$115K
WA
1543
WP Advisors
California
$114K +$1.31K +37 +1%
IAS
1544
IMA Advisory Services
Colorado
$112K -$4.53K -128 -4%
LFG
1545
LifePlan Financial Group
Ohio
$111K
CF
1546
Centaurus Financial
California
$106K -$331K -9,345 -76%
MWM
1547
MinichMacGregor Wealth Management
New York
$105K -$18K -509 -15%
TL
1548
TrueWealth LLC
Georgia
$104K
TVWM
1549
Tower View Wealth Management
Wisconsin
$97K
BL
1550
Balentine LLC
Georgia
$96K +$95.6K +2,700 New