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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1901
Arcadia Investment Advisors
Idaho
$26.9K – – –
WAM
1902
Worth Asset Management
Texas
$25K -$42.1K -409 -59%
AWM
1903
AllSquare Wealth Management
New York
$25K +$3.5K +34 +14%
KFI
1904
Key Financial Inc
Pennsylvania
$25K +$9.58K +93 +50%
AA
1905
AlphaMark Advisors
Kentucky
$23K +$103 +1 +0.4%
KA
1906
Kozak & Associates
Colorado
$23K +$10.4K +101 +67%
ZIG
1907
Zullo Investment Group
Pennsylvania
$22K +$5.15K +50 +25%
KC
1908
Kenfarb & Co
Kentucky
$21K – – –
FP
1909
Financial Perspectives
Minnesota
$20.7K – – –
SAM
1910
Strategic Asset Management
Minnesota
$20K +$206 +2 +0.9%
HMS
1911
Hanseatic Management Services
New Mexico
$20K +$1.96K +19 +10%
NFSG
1912
Newbridge Financial Services Group
Florida
$19K -$119K -1,156 -85%
IAS
1913
IMA Advisory Services
Colorado
$19K – – –
MSFP
1914
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
CBT
1915
Central Bank & Trust
Kentucky
$18K – – –
HNWAG
1916
High Net Worth Advisory Group
Florida
$18K – – –
LFA
1917
Level Financial Advisors
New York
$18K – – –
BMD
1918
Better Money Decisions
New Mexico
$18K +$20.6K +200 New
TC
1919
Truvestments Capital
Florida
$18K +$20.6K +200 New
CM
1920
Cornerstone Management
Georgia
$18K – – –
IWMWV
1921
Ironwood Wealth Management (West Virginia)
West Virginia
$17K – – –
OA
1922
Operose Advisors
Wisconsin
$17K – – –
PCTC
1923
Perkins Coie Trust Company
Washington
$17K – – –
PGAM
1924
Princeton Global Asset Management
New Jersey
$17K – – –
GKIM
1925
GW&K Investment Management
Massachusetts
$17K +$8.14K +79 +72%