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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1526
Destination Wealth Management
California
$140K -$37.1K -1,047 -21%
SQA
1527
Simon Quick Advisors
New Jersey
$139K -$64.6K -1,825 -32%
IP
1528
Isthmus Partners
Wisconsin
$138K +$26.7K +755 +24%
TF
1529
Tompkins Financial
New York
$137K +$7.08K +200 +5%
WWM
1530
Willingdon Wealth Management
North Carolina
$137K +$9.34K +264 +7%
TC
1531
Trust Company
Kansas
$131K +$4.25K +120 +3%
WG
1532
Welch Group
Alabama
$129K – – –
MSA
1533
Marino Stram & Associates
Massachusetts
$126K -$13.4K -378 -10%
AIM
1534
Acropolis Investment Management
Missouri
$126K +$126K +3,570 New
CAW
1535
Cornerstone Advisors (Washington)
Washington
$124K -$16.1K -456 -12%
MWM
1536
Mascoma Wealth Management
New Hampshire
$124K – – –
SIAS
1537
Shine Investment Advisory Services
Colorado
$121K -$7.04K -199 -6%
CA
1538
Crewe Advisors
Utah
$118K – – –
AIM
1539
Advantage Investment Management
Iowa
$118K +$1.24K +35 +1%
MCA
1540
Mercer Capital Advisers
New Jersey
$117K – – –
PSC
1541
Prentiss Smith & Co
Vermont
$117K – – –
ECM
1542
EII Capital Management
New York
$115K – – –
THWM
1543
Taylor Hoffman Wealth Management
Virginia
$115K – – –
WA
1544
WP Advisors
California
$114K +$1.31K +37 +1%
IAS
1545
IMA Advisory Services
Colorado
$112K -$4.53K -128 -4%
LFG
1546
LifePlan Financial Group
Ohio
$111K – – –
CF
1547
Centaurus Financial
California
$106K -$331K -9,345 -76%
MWM
1548
MinichMacGregor Wealth Management
New York
$105K -$18K -509 -15%
TL
1549
TrueWealth LLC
Georgia
$104K – – –
TVWM
1550
Tower View Wealth Management
Wisconsin
$97K – – –