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Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
801
Wagner Wealth Management (South Carolina)
South Carolina
$18K +$18.5K +645 New
SFPIA
802
Stevens First Principles Investment Advisors
California
$16K
TIM
803
Tortoise Investment Management
New York
$16K
TL
804
TrueWealth LLC
Georgia
$16K +$16K +557 New
MBT
805
Monroe Bank & Trust
Michigan
$16K +$16.1K +561 New
MFT
806
Moisand Fitzgerald Tamayo
Florida
$15K
GWS
807
Glassman Wealth Services
Virginia
$15K +$1.44K +50 +11%
PCP
808
Proficio Capital Partners
Massachusetts
$15K +$1.78K +62 +14%
THWM
809
Taylor Hoffman Wealth Management
Virginia
$15K +$15.6K +543 New
EWM
810
Edge Wealth Management
New York
$14K
BWA
811
BDO Wealth Advisors
Florida
$13K
GFP
812
Gryphon Financial Partners
Ohio
$13K +$12.8K +447 New
MSA
813
Marino Stram & Associates
Massachusetts
$13K +$12.8K +447 New
MSFP
814
Mark Sheptoff Financial Planning
Connecticut
$12K
MA
815
MCF Advisors
Kentucky
$12K +$86 +3 +0.7%
CB
816
CNB Bank
Pennsylvania
$12K +$12.1K +421 New
RAM
817
Riggs Asset Management
Pennsylvania
$12K +$12.1K +421 New
AWA
818
Acorn Wealth Advisors
Michigan
$12K +$12.1K +422 New
GAM
819
Gemmer Asset Management
California
$11K
BWM
820
Baystate Wealth Management
Massachusetts
$11K +$11.7K +407 New
NCM
821
Northstar Capital Management
New York
$10K +$10.1K +351 New
MPWT
822
MassMutual Private Wealth & Trust
Connecticut
$8.75K -$59.9K -2,086 -87%
AF
823
Arrow Financial
New York
$8K
AP
824
Atwood & Palmer
Missouri
$8K
CWM
825
Catamount Wealth Management
Connecticut
$8K