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Name Holding Trade Value Shares
Change
Change in
Stake
HI
1251
Hoey Investments
Pennsylvania
$20K – – –
DI
1252
Disciplined Investments
Oklahoma
$20K +$19K +132 New
PI
1253
PEAK6 Investments
Illinois
$19K +$18K +125 New
FP
1254
Financial Perspectives
Minnesota
$18.4K – – –
CCA
1255
Column Capital Advisors
Indiana
$17K – – –
EBA
1256
Eagle Bay Advisors
New York
$17K +$14.7K +102 New
GLLW
1257
Graves Light Lenhart Wealth
Virginia
$16K – – –
CYG
1258
Clean Yield Group
Vermont
$16K +$15.1K +105 New
LS
1259
Leelyn Smith
Illinois
$15K – – –
SWA
1260
SOA Wealth Advisors
New York
$14K -$1.15K -8 -7%
EWA
1261
Evolution Wealth Advisors
Florida
$14K – – –
VNA
1262
Valley National Advisers
Pennsylvania
$14K – – –
ETC
1263
Exchange Traded Concepts
Oklahoma
$14K +$13.4K +93 New
LWCFA
1264
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K +$13.4K +93 New
SWA
1265
Sutton Wealth Advisors
Florida
$13.9K – – –
CA
1266
Crewe Advisors
Utah
$13K -$7.78K -54 -38%
RA
1267
Resolute Advisors
California
$13K – – –
AWM
1268
Avior Wealth Management
Nebraska
$13K +$2.31K +16 +21%
RWM
1269
Raffa Wealth Management
District of Columbia
$12.2K – – –
GC
1270
Globeflex Capital
California
$12K – – –
JWA
1271
JFS Wealth Advisors
Pennsylvania
$12K – – –
CHA
1272
Carmichael Hill & Associates
Maryland
$11K -$1.73K -12 -14%
FFG
1273
Ford Financial Group
California
$11K +$11.5K +80 New
CCM
1274
Cribstone Capital Management
Maine
$10K – – –
TIM
1275
Tortoise Investment Management
New York
$10K – – –