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Name Holding Trade Value Shares
Change
Change in
Stake
BL
1126
Balentine LLC
Georgia
$10K +$888 +10 +11%
JFA
1127
JNBA Financial Advisors
Minnesota
$10K +$1.6K +18 +20%
BCM
1128
Bourgeon Capital Management
Connecticut
$9K – – –
TL
1129
TrueWealth LLC
Georgia
$9K – – –
GWS
1130
Glassman Wealth Services
Virginia
$9K +$1.15K +13 +15%
HWM
1131
Howard Wealth Management
Connecticut
$9K +$8.88K +100 New
GC
1132
Globeflex Capital
California
$8K – – –
TIM
1133
Tortoise Investment Management
New York
$8K +$1.78K +20 +29%
CHA
1134
Carmichael Hill & Associates
Maryland
$8K +$7.72K +87 New
CCM
1135
Cribstone Capital Management
Maine
$7K -$23.2K -261 -79%
VCM
1136
Versant Capital Management
Arizona
$7K -$2.22K -25 -23%
EWA
1137
Evolution Wealth Advisors
Florida
$7K -$1.69K -19 -21%
BWA
1138
Burt Wealth Advisors
Maryland
$7K – – –
SNT
1139
Security National Trust
West Virginia
$7K – – –
LFA
1140
Lighthouse Financial Advisors
Maryland
$7K +$6.57K +74 New
TFA
1141
Tobias Financial Advisors
Florida
$7K +$6.92K +78 New
LWM
1142
Liberty Wealth Management
California
$5K -$3.55K -40 -41%
FRA
1143
Front Row Advisors
California
$5K -$3.29K -37 -41%
SWM
1144
Selective Wealth Management
Virginia
$5K – – –
WCG
1145
Weaver Consulting Group
California
$5K – – –
Kayne Anderson Rudnick Investment Management
1146
Kayne Anderson Rudnick Investment Management
California
$5K +$1.6K +18 +60%
LWA
1147
Lenox Wealth Advisors
New York
$5K +$5.06K +57 New
SWA
1148
Sutton Wealth Advisors
Florida
$4.92K – – –
CA
1149
Centerpoint Advisors
Massachusetts
$4K – – –
FBT
1150
First Bank & Trust
South Dakota
$4K – – –