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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1801
Arrow Financial
New York
$192K -$6.83K -25 -4%
CAM
1802
Creekmur Asset Management
Illinois
$192K – – –
HT
1803
Headlands Technologies
Illinois
$191K +$167K +612 New
GWP
1804
Gen-Wealth Partners
Michigan
$190K +$166K +607 New
GG
1805
Gleason Group
Kentucky
$186K – – –
HWA
1806
HHM Wealth Advisors
Tennessee
$186K – – –
WWP
1807
WR Wealth Planners
Missouri
$186K +$162K +594 New
BLC
1808
Brown, Lisle/Cummings
Rhode Island
$184K – – –
GIA
1809
GHP Investment Advisors
Colorado
$184K – – –
Heritage Wealth Advisors
1810
Heritage Wealth Advisors
Virginia
$181K -$34.2K -125 -18%
RMC
1811
Resources Management Corp
Connecticut
$180K -$27.3K -100 -15%
GW&K Investment Management
1812
GW&K Investment Management
Massachusetts
$179K +$75.7K +277 +94%
BC
1813
Barrett & Company
Rhode Island
$178K – – –
PB
1814
Pinnacle Bancorp
Nebraska
$170K -$8.2K -30 -5%
Edmond de Rothschild Holding
1815
Edmond de Rothschild Holding
Switzerland
$169K – – –
PSB
1816
Piscataqua Savings Bank
New Hampshire
$160K – – –
SIS
1817
Sound Income Strategies
Florida
$158K +$31.4K +115 +29%
MIA
1818
MeadowBrook Investment Advisors
Michigan
$153K – – –
CWC
1819
Carolinas Wealth Consulting
North Carolina
$152K -$2.97M -10,866 -96%
BGAI
1820
Bruce G. Allen Investments
Colorado
$148K -$5.2K -19 -4%
PWMG
1821
Private Wealth Management Group
New Jersey
$147K -$820 -3 -0.6%
TFM
1822
TFC Financial Management
Massachusetts
$144K +$547 +2 +0.4%
EL
1823
EMFO LLC
Florida
$143K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
1824
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$141K +$8.48K +31 +7%
PIS
1825
POM Investment Strategies
North Carolina
$139K – – –