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Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
1151
Global Wealth Management Investment Advisory
Florida
$76K – – –
CFA
1152
Carroll Financial Associates
North Carolina
$76K +$15.2K +87 +23%
PK
1153
Pflug Koory
Nebraska
$75K +$10.5K +60 +15%
MAM
1154
Meeder Asset Management
Ohio
$74K +$75.6K +432 +2,057%
GRP
1155
Global Retirement Partners
California
$70K – – –
AIC
1156
Ayalon Insurance Company
Israel
$69K -$10.5K -60 -12%
DWA
1157
Dougherty Wealth Advisers
Minnesota
$67K – – –
FA
1158
Fortis Advisors
Pennsylvania
$67K – – –
MWM
1159
Mascoma Wealth Management
New Hampshire
$66K – – –
BC
1160
Barnett & Company
Tennessee
$62K – – –
AWM
1161
AllSquare Wealth Management
New York
$61K – – –
VCM
1162
Versant Capital Management
Arizona
$58K -$21.5K -123 -26%
SWA
1163
Sutton Wealth Advisors
Florida
$58K -$1.23K -7 -2%
TSW
1164
Thompson Siegel & Walmsley
Virginia
$57K -$30.6K -175 -33%
DSC
1165
Duncker Streett & Co
Missouri
$55K -$9.1K -52 -14%
TPWA
1166
TRUE Private Wealth Advisors
Oregon
$52K +$55.3K +316 New
ME
1167
McIlrath & Eck
Washington
$51K – – –
WEC
1168
Winslow Evans & Crocker
Massachusetts
$50K -$2.45K -14 -4%
RAM
1169
Riggs Asset Management
Pennsylvania
$49K -$700 -4 -1%
MCM
1170
Manchester Capital Management
Vermont
$49K – – –
PMFA
1171
Plante Moran Financial Advisors
Michigan
$49K +$2.98K +17 +6%
KCPG
1172
Kavar Capital Partners Group
Kansas
$49K +$52.5K +300 New
CB
1173
Community Bank
New York
$48K – – –
TFO
1174
Tarbox Family Office
California
$48K +$3.85K +22 +8%
SWP
1175
Strategic Wealth Partners
Ohio
$48K +$52.5K +300 New