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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
1101
Pathstone Family Office
New Jersey
$12K +$3.35K +18 +43%
CAL
1102
Capital Advisors Ltd
Ohio
$12K +$11.2K +60 New
CHC
1103
City Holding Co
West Virginia
$11K
HS
1104
Horan Securities
United States
$10K
SIM
1105
Sonora Investment Management
Arizona
$10K
TCM
1106
Tradewinds Capital Management
Washington
$10K
TC
1107
Trust Company
Kansas
$10K +$4.65K +25 +100%
BAMG
1108
Brand Asset Management Group
Missouri
$9K
IBOK
1109
Independence Bank of Kentucky
Kentucky
$8K
Parallax Volatility Advisers
1110
Parallax Volatility Advisers
California
$8K +$2.42K +13 +46%
BWM
1111
BerganKDV Wealth Management
Minnesota
$7K -$55.6K -299 -90%
GSWM
1112
Golden State Wealth Management
California
$7K
PWMG
1113
Prestige Wealth Management Group
New Jersey
$6K
KC
1114
Kepos Capital
New York
$6K +$5.58K +30 New
TC
1115
Truvestments Capital
Florida
$5K -$9.85K -53 -66%
HIM
1116
Hillsdale Investment Management
Ontario, Canada
$5K -$930 -5 -17%
EWM
1117
Executive Wealth Management
Michigan
$5K
SFA
1118
Semmax Financial Advisors
North Carolina
$5K
RCG
1119
Ruggie Capital Group
Florida
$5K +$4.28K +23 New
EWA
1120
Evolution Wealth Advisors
Florida
$5K +$5.02K +27 New
APW
1121
Acima Private Wealth
Virginia
$4K
GAM
1122
Gemmer Asset Management
California
$4K
IRC
1123
Investors Research Corp
Georgia
$4K
THWM
1124
Taylor Hoffman Wealth Management
Virginia
$4K
TA
1125
TCG Advisors
Texas
$4K