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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
651
IHT Wealth Management
Illinois
$37K -$39.8K -414 -48%
BWP
652
Baldwin Wealth Partners
Massachusetts
$37K
CAL
653
Capital Analysts LLC
Pennsylvania
$37K
TCOV
654
Trust Company of Vermont
Vermont
$36K -$38.4K -400 -49%
MDCM
655
Morgan Dempsey Capital Management
Wisconsin
$35K -$2.88K -30 -7%
WTC
656
WhitTier Trust Company
Nevada
$34K
HCM
657
Highlander Capital Management
New Jersey
$33K
GLI
658
Guardian Life Insurance
New York
$32K -$14.8K -154 -29%
BBHC
659
Brown Brothers Harriman & Co
New York
$32K -$4.51K -47 -11%
SIC
660
Salem Investment Counselors
North Carolina
$29K -$57.6K -600 -63%
AWA
661
Acorn Wealth Advisors
Michigan
$27K
PCP
662
Proficio Capital Partners
Massachusetts
$26K -$2.5K -26 -8%
MA
663
MCF Advisors
Kentucky
$26K
RE
664
RBC Europe
United Kingdom
$24.8K
CPA
665
Clear Perspective Advisors
Illinois
$24K -$782K -8,145 -97%
CAW
666
Cornerstone Advisors (Washington)
Washington
$24K +$2.5K +26 +11%
LWM
667
Lenox Wealth Management
Ohio
$22K -$15.3K -159 -38%
PFGIA
668
Patriot Financial Group Insurance Agency
Massachusetts
$22K
IIC
669
Integrated Investment Consultants
Michigan
$22K +$24K +250 New
WDL
670
Well Done LLC
Michigan
$22K +$24K +250 New
GAM
671
Gemmer Asset Management
California
$21K
POIA
672
Pin Oak Investment Advisors
Texas
$21K
FPFS
673
First Personal Financial Services
North Carolina
$19K
WCM
674
Whitener Capital Management
North Carolina
$19K
HAM
675
Highstreet Asset Management
Ontario, Canada
$18K -$346K -3,600 -94%