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Name Holding Trade Value Shares
Change
Change in
Stake
SFPIA
901
Stevens First Principles Investment Advisors
California
$21K
CH
902
Canton Hathaway
Rhode Island
$20K
OIA
903
OneDigital Investment Advisors
Kansas
$20K +$9.05K +283 +86%
PCP
904
Proficio Capital Partners
Massachusetts
$19K
FC
905
Ferris Capital
Massachusetts
$19K +$64 +2 +0.3%
TL
906
TrueWealth LLC
Georgia
$18K -$2.33K -73 -11%
MFT
907
Moisand Fitzgerald Tamayo
Florida
$18K
TIM
908
Tortoise Investment Management
New York
$18K
YWP
909
YorkBridge Wealth Partners
New York
$18K
AP
910
Arlington Partners
Alabama
$18K +$17.9K +561 New
IDBONY
911
Israel Discount Bank of New York
New York
$18K +$17.9K +561 New
PB
912
Pinnacle Bancorp
Nebraska
$18K +$17.9K +561 New
EWM
913
Edge Wealth Management
New York
$17K
THWM
914
Taylor Hoffman Wealth Management
Virginia
$17K
GWS
915
Glassman Wealth Services
Virginia
$17K +$672 +21 +4%
CAW
916
Cornerstone Advisors (Washington)
Washington
$17K +$7.36K +230 +75%
FA
917
Financial Advantage
Maryland
$17K +$17.8K +557 New
BCWM
918
Bartlett & Co Wealth Management
Ohio
$16.3K -$25K -782 -61%
BC
919
Bartlett & Co
Ohio
$16K -$25K -782 -61%
WWM
920
Willingdon Wealth Management
North Carolina
$14K -$4.7K -147 -25%
CB
921
CNB Bank
Pennsylvania
$14K
MSFP
922
Mark Sheptoff Financial Planning
Connecticut
$14K
MA
923
MCF Advisors
Kentucky
$14K +$96 +3 +0.7%
GIC
924
Gantzert Investment Company
Illinois
$14K +$13.5K +421 New
PRC
925
Pearl River Capital
Michigan
$14K +$13.5K +421 New