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Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
1001
Pinnacle Wealth Management Advisory Group
New Jersey
$239K +$182 +1 +0.1%
UFF
1002
USA Financial Formulas
Michigan
$239K +$253K +1,392 +8,700%
LNB
1003
Ledyard National Bank
$238K -$20K -110 -7%
WSFS
1004
Wilmington Savings Fund Society
Delaware
$235K -$58.7K -323 -19%
HCM
1005
Hengehold Capital Management
Ohio
$235K – – –
MPW
1006
Monterey Private Wealth
California
$232K – – –
EVM
1007
Evelyn V. Moreno
$231K +$248K +1,365 New
WB
1008
WesBanco Bank
West Virginia
$229K -$14.7K -81 -6%
SC
1009
Savant Capital
Illinois
$229K +$1.09K +6 +0.4%
MC
1010
Moors & Cabot
Massachusetts
$229K -$15.6K -86 -6%
FDDB
1011
Fidelity D&D Bancorp
Pennsylvania
$228K +$245K +1,347 New
T
1012
TRUADVICE
Florida
$227K -$90.4K -497 -28%
BOM
1013
Bank of Marin
California
$227K -$8.18K -45 -3%
WSTAM
1014
Wilbanks Smith & Thomas Asset Management
Virginia
$226K -$18.2K -100 -7%
SIC
1015
Salem Investment Counselors
North Carolina
$225K – – –
BFEC
1016
Benjamin F. Edwards & Company
Missouri
$225K -$111K -610 -32%
MA
1017
MJP Associates
Connecticut
$223K +$239K +1,316 New
AP
1018
Atwood & Palmer
Missouri
$222K – – –
PWP
1019
Perfromance Wealth Partners
Illinois
$222K – – –
AAS
1020
Annex Advisory Services
Wisconsin
$222K – – –
LL
1021
LPWM LLC
Minnesota
$221K – – –
TF
1022
Tompkins Financial
New York
$220K – – –
CA
1023
Cornerstone Advisors
North Carolina
$220K +$236K +1,300 New
GCMG
1024
Gyroscope Capital Management Group
Florida
$220K +$236K +1,300 New
SAM
1025
Strategy Asset Managers
California
$218K -$7.46K -41 -3%