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Name Holding Trade Value Shares
Change
Change in
Stake
SN
851
Sittner & Nelson
Oregon
$13K – – –
TFO
852
Tarbox Family Office
California
$12K -$3.82K -27 -26%
HC
853
Hoese & Co
Minnesota
$12K – – –
CT
854
Cambridge Trust
Massachusetts
$12K +$1.98K +14 +22%
BWM
855
Baystate Wealth Management
Massachusetts
$10K – – –
BFC
856
Bedel Financial Consulting
Indiana
$10K – – –
FMP
857
Financial Management Professionals
Texas
$10K – – –
SSG
858
Summit Securities Group
New York
$10K +$8.77K +62 New
SC
859
Stephens Consulting
Michigan
$9.28K -$4.95K -35 -37%
CWA
860
Carolina Wealth Advisors
South Carolina
$9K – – –
JWA
861
JFS Wealth Advisors
Pennsylvania
$8K -$42.2K -298 -85%
MCM
862
MV Capital Management
Maryland
$8K – – –
SWM
863
Selective Wealth Management
Virginia
$8K – – –
AWM
864
Atticus Wealth Management
Florida
$8K +$566 +4 +9%
T
865
TCWP
Ohio
$6K +$5.94K +42 New
VRM
866
Vectors Research Management
New York
$5K – – –
HI
867
Hoey Investments
Pennsylvania
$5K +$4.39K +31 New
IA
868
IndexIQ Advisors
New York
$4K -$3.5M -24,722 -100%
CA
869
Clearstead Advisors
Ohio
$4K -$2.83K -20 -47%
BWA
870
BDO Wealth Advisors
Florida
$4K – – –
HS
871
Horan Securities
United States
$4K – – –
COCM
872
Charter Oak Capital Management
New Hampshire
$4K +$3.54K +25 New
CI
873
Cordant Inc
Oregon
$4K +$3.54K +25 New
CCMIC
874
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$4K +$3.82K +27 New
SC
875
Sierra Capital
Florida
$3K – – –