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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
726
Ropes Wealth Advisors
Massachusetts
$27K – – –
HDIM
727
Hanson & Doremus Investment Management
Vermont
$27K +$88 +1 +0.3%
GWS
728
Glassman Wealth Services
Virginia
$27K +$438 +5 +2%
PCP
729
Proficio Capital Partners
Massachusetts
$27K +$1.23K +14 +5%
TFA
730
Toth Financial Advisory
Virginia
$25K -$12.1K -138 -32%
BWA
731
BDO Wealth Advisors
Florida
$25K – – –
TFO
732
Tarbox Family Office
California
$25K – – –
JFA
733
JNBA Financial Advisors
Minnesota
$24K – – –
SBL
734
Sargent Bickham Lagudis
Colorado
$23K – – –
JCM
735
Jacobi Capital Management
Pennsylvania
$22K – – –
DWM
736
Destination Wealth Management
California
$21K +$21.2K +242 New
SFG
737
SevenBridge Financial Group
Pennsylvania
$20K -$1.05K -12 -5%
MI
738
Markston International
New York
$20K – – –
OIA
739
OneDigital Investment Advisors
Kansas
$20K – – –
SPIA
740
Steward Partners Investment Advisory
New York
$19K -$2.1K -24 -10%
RWP
741
RWA Wealth Partners
Massachusetts
$19K +$19.5K +223 New
SWA
742
Sutton Wealth Advisors
Florida
$18.9K +$3.41K +39 +22%
QAM
743
QCI Asset Management
New York
$18K -$2.54K -29 -13%
TCM
744
Tradewinds Capital Management
Washington
$18K -$2.19K -25 -11%
MPPLM
745
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$18K -$88 -1 -0.5%
WOC
746
West Oak Capital
California
$17.7K – – –
DOA
747
D'Orazio & Associates
Virginia
$17K – – –
CCM
748
Covington Capital Management
California
$16K – – –
GRP
749
Global Retirement Partners
California
$16K +$4.73K +54 +40%
CCM
750
Cribstone Capital Management
Maine
$15K -$132K -1,506 -89%
28 29
30
31 32