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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
651
West Branch Capital
Massachusetts
$11K – – –
CFN
652
Cordasco Financial Network
Florida
$10K – – –
HCP
653
Hexagon Capital Partners
Arkansas
$10K – – –
JFGIW
654
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K – – –
PFBT
655
Parkside Financial Bank & Trust
Missouri
$10K +$7.44K +19 +271%
HS
656
Horan Securities
United States
$9K +$6.26K +16 +267%
HNWAG
657
High Net Worth Advisory Group
Florida
$8K – – –
TIM
658
Tortoise Investment Management
New York
$8K – – –
BC
659
Bartlett & Co
Ohio
$8K +$7.83K +20 New
BCWM
660
Bartlett & Co Wealth Management
Ohio
$7.69K +$7.83K +20 New
FMTCOCP
661
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K – – –
FCA
662
FinTrust Capital Advisors
South Carolina
$7K – – –
GWM
663
Geneos Wealth Management
Colorado
$7K – – –
GIA
664
GHP Investment Advisors
Colorado
$7K +$7.04K +18 New
LC
665
Lindbrook Capital
California
$5K -$391 -1 -7%
CFD
666
Creative Financial Designs
Indiana
$5K – – –
SC
667
Schubert & Co
Texas
$5K +$2.35K +6 +86%
First Manhattan
668
First Manhattan
New York
$4K – – –
WAS
669
Winch Advisory Services
Wisconsin
$4K – – –
GKIM
670
GW&K Investment Management
Massachusetts
$4K +$3.13K +8 +267%
MPWT
671
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.13K +8 +400%
LFG
672
Larson Financial Group
Missouri
$4K +$3.91K +10 New
DI
673
Disciplined Investments
Oklahoma
$3K – – –
SWA
674
SOA Wealth Advisors
New York
$3K – – –
VCM
675
Vigilant Capital Management
Maine
$3K – – –