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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
801
Avior Wealth Management
Nebraska
$18K +$19K +716 New
CCM
802
Covington Capital Management
California
$17K -$12.1K -454 -41%
TFA
803
Toth Financial Advisory
Virginia
$17K +$186 +7 +1%
FP
804
Financial Perspectives
Minnesota
$16.6K +$133 +5 +0.8%
CMA
805
Cedar Mountain Advisors
Oregon
$16K
EIP
806
Ellis Investment Partners
Pennsylvania
$16K
PFPT
807
Pinnacle Financial Partners (Tennessee)
Tennessee
$16K
VNA
808
Valley National Advisers
Pennsylvania
$16K
VLKIM
809
Van Lanschot Kempen Investment Management
Netherlands
$16K +$4.17K +157 +34%
IFAM
810
Institutional & Family Asset Management
Colorado
$15K -$929 -35 -6%
BWM
811
Baystate Wealth Management
Massachusetts
$15K -$27 -1 -0.2%
RTC
812
Riverview Trust Company
Washington
$15K
TL
813
TrueWealth LLC
Georgia
$15K
BWA
814
BDO Wealth Advisors
Florida
$14K -$929 -35 -6%
CA
815
Clearstead Advisors
Ohio
$14K
EWM
816
Edge Wealth Management
New York
$14K
PCG
817
Private Capital Group
Connecticut
$14K +$5.15K +194 +58%
GAM
818
Gemmer Asset Management
California
$14K +$5.23K +197 +57%
THWM
819
Taylor Hoffman Wealth Management
Virginia
$14K +$14.4K +543 New
FA
820
Financial Advantage
Maryland
$13K
SFM
821
Systematic Financial Management
New Jersey
$13K
TPWA
822
TRUE Private Wealth Advisors
Oregon
$12K
BCWM
823
Bartlett & Co Wealth Management
Ohio
$11.5K -$1.35K -51 -10%
BC
824
Bartlett & Co
Ohio
$11K -$1.35K -51 -10%
BAMG
825
Brand Asset Management Group
Missouri
$11K