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Name Holding Trade Value Shares
Change
Change in
Stake
BFC
826
Bedel Financial Consulting
Indiana
$10K – – –
KPW
827
Kore Private Wealth
New York
$10K – – –
WB
828
Webster Bank
Connecticut
$10K – – –
CAL
829
Capital Analysts LLC
Pennsylvania
$10K +$5.07K +146 +109%
OFS
830
Orrstown Financial Services
Pennsylvania
$9K -$16K -460 -65%
SPL
831
Smart Portfolios LLC
Washington
$9K – – –
PFGIA
832
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$2.71K +78 +49%
MCM
833
MV Capital Management
Maryland
$9K +$7.84K +226 +779%
GRP
834
Global Retirement Partners
California
$8K -$191K -5,517 -96%
EI
835
Ellevest Inc
New York
$8K – – –
WEC
836
Winslow Evans & Crocker
Massachusetts
$8K – – –
CI
837
CX Institutional
Indiana
$8K +$6.11K +176 +409%
FPFS
838
First Personal Financial Services
North Carolina
$8K +$7.22K +208 New
NCM
839
Nelson Capital Management
California
$7K -$1.91K -55 -22%
BWL
840
Bogart Wealth LLC
Virginia
$7K – – –
IDBONY
841
Israel Discount Bank of New York
New York
$7K – – –
ME
842
McIlrath & Eck
Washington
$7K – – –
VRM
843
Vectors Research Management
New York
$7K – – –
BCI
844
Brinker Capital Investments
Pennsylvania
$7K +$6.11K +176 New
WOC
845
West Oak Capital
California
$7K +$6.94K +200 New
JFA
846
JNBA Financial Advisors
Minnesota
$6K -$18.2K -525 -78%
MWM
847
Mascoma Wealth Management
New Hampshire
$6K – – –
TL
848
TrueWealth LLC
Georgia
$6K – – –
CCM
849
Cribstone Capital Management
Maine
$6K +$1.39K +40 +34%
PCA
850
Providence Capital Advisors
North Carolina
$6K +$5.93K +171 New