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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1226
Perennial Advisors
New York
$50K – – –
CCM
1227
Cribstone Capital Management
Maine
$49K +$52.2K +240 New
FRA
1228
Front Row Advisors
California
$48K – – –
TFO
1229
Tarbox Family Office
California
$46K – – –
ADL
1230
Asset Dedication LLC
California
$45K -$21.7K -100 -32%
HDIM
1231
Hanson & Doremus Investment Management
Vermont
$44K -$18.5K -85 -28%
WWM
1232
Wolff Wiese Magana
California
$43K +$1.3K +6 +3%
MFT
1233
Moisand Fitzgerald Tamayo
Florida
$42K +$44.6K +205 New
CA
1234
Centerpoint Advisors
Massachusetts
$41K – – –
CBT
1235
Central Bank & Trust
Kentucky
$41K – – –
RCM
1236
Regency Capital Management
Hawaii
$41K – – –
TF
1237
TimeScale Financial
Massachusetts
$41K +$217 +1 +0.5%
NR
1238
Newfound Research
Massachusetts
$41K +$42.8K +197 New
CMA
1239
Cedar Mountain Advisors
Oregon
$40K – – –
KTC
1240
Kistler-Tiffany Companies
Pennsylvania
$37K – – –
GWS
1241
Glassman Wealth Services
Virginia
$37K +$3.04K +14 +8%
ONST
1242
Old North State Trust
North Carolina
$36K – – –
LWM
1243
Liberty Wealth Management
California
$36K +$8.48K +39 +29%
O
1244
Ossiam
France
$35K -$136K -625 -80%
WBC
1245
West Branch Capital
Massachusetts
$35K +$37.2K +171 New
SWM
1246
Sugarloaf Wealth Management
Georgia
$33K – – –
PFGIA
1247
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$1.96K +9 +6%
PWMG
1248
Prestige Wealth Management Group
New Jersey
$31K -$107K -493 -77%
CWP
1249
Concord Wealth Partners
Virginia
$31K -$1.52K -7 -4%
FWM
1250
Focused Wealth Management
New York
$31K +$217 +1 +0.7%