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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
926
McCarthy Asset Management
California
$37K – – –
FWM
927
Focused Wealth Management
New York
$36K – – –
BLC
928
Brown, Lisle/Cummings
Rhode Island
$35.3K – – –
GI
929
Gradient Investments
Minnesota
$34K -$801 -4 -2%
AP
930
Arlington Partners
Alabama
$34K – – –
LFG
931
Larson Financial Group
Missouri
$34K – – –
HDIM
932
Hanson & Doremus Investment Management
Vermont
$34K +$17.2K +86 +104%
HR
933
Howe & Rusling
New York
$34K +$17.4K +87 +112%
PH
934
Pinnacle Holdings
Oklahoma
$32.9K +$32.5K +162 New
LSA
935
Lansing Street Advisors
Pennsylvania
$32K +$30.7K +153 New
NFSG
936
Newbridge Financial Services Group
Florida
$31K – – –
PP
937
PFS Partners
New Jersey
$30.5K – – –
AP
938
Atwood & Palmer
Missouri
$29K – – –
FCA
939
FinTrust Capital Advisors
South Carolina
$27K -$34.1K -170 -56%
ATC
940
Adirondack Trust Company
New York
$27K – – –
HWM
941
HighMark Wealth Management
Minnesota
$27K +$1.6K +8 +6%
DHGWA
942
Dixon Hughes Goodman Wealth Advisors
North Carolina
$27K +$21.6K +108 +432%
MA
943
MCF Advisors
Kentucky
$27K +$27K +135 New
FFA
944
Freedman Financial Associates
Massachusetts
$26K – – –
BWA
945
BDO Wealth Advisors
Florida
$25K – – –
MAM
946
Marquette Asset Management
Minnesota
$25K +$601 +3 +3%
CWP
947
Concord Wealth Partners
Virginia
$25K +$11.2K +56 +81%
TLCM
948
Twin Lakes Capital Management
California
$24K – – –
BC
949
Burleson & Co
California
$24K +$24K +120 New
CWA
950
Clearview Wealth Advisors
Oregon
$23K – – –