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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
801
Orrstown Financial Services
Pennsylvania
$34K -$4.35K -105 -11%
FC
802
Ferris Capital
Massachusetts
$34K +$34.9K +843 New
SWA
803
Sutton Wealth Advisors
Florida
$33.8K – – –
TCM
804
Tradewinds Capital Management
Washington
$33K -$6.21K -150 -16%
PWM
805
Perigon Wealth Management
California
$33K – – –
RWG
806
Regal Wealth Group
California
$33K – – –
BWM
807
Baystate Wealth Management
Massachusetts
$32K – – –
HFM
808
Hartford Financial Management
Connecticut
$32K – – –
MA
809
MCF Advisors
Kentucky
$32K – – –
OIA
810
OneDigital Investment Advisors
Kansas
$32K – – –
VCM
811
Vigilant Capital Management
Maine
$32K +$33.1K +800 New
CFA
812
Carroll Financial Associates
North Carolina
$31K +$1.78K +43 +6%
PFBT
813
Parkside Financial Bank & Trust
Missouri
$31K +$1.86K +45 +6%
SFSIG
814
San Francisco Sentry Investment Group
California
$31K +$4.76K +115 +17%
BAM
815
Barrett Asset Management
New York
$30K – – –
GFP
816
Gryphon Financial Partners
Ohio
$29K – – –
RFA
817
Reilly Financial Advisors
California
$29K +$2.07K +50 +7%
WPA
818
West Paces Advisors
Georgia
$28.7K – – –
SIAS
819
Shine Investment Advisory Services
Colorado
$28K – – –
JFA
820
JNBA Financial Advisors
Minnesota
$27K – – –
SIC
821
Salem Investment Counselors
North Carolina
$27K – – –
PMFA
822
Plante Moran Financial Advisors
Michigan
$27K +$26.2K +633 +1,266%
NC
823
NewSquare Capital
Pennsylvania
$26K -$17.2K -415 -39%
Loomis, Sayles & Company
824
Loomis, Sayles & Company
Massachusetts
$26K -$3.64K -88 -12%
GAM
825
Gemmer Asset Management
California
$26K – – –