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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1251
Mascoma Wealth Management
New Hampshire
$109K – – –
PK
1252
Pflug Koory
Nebraska
$108K -$37.9K -150 -25%
MGIA
1253
Moneta Group Investment Advisors
Missouri
$108K +$113K +446 +14,867%
SIAS
1254
Shine Investment Advisory Services
Colorado
$106K +$17.2K +68 +18%
SIC
1255
Salem Investment Counselors
North Carolina
$103K – – –
CHC
1256
City Holding Co
West Virginia
$101K – – –
ME
1257
McIlrath & Eck
Washington
$101K +$21.7K +86 +26%
GRP
1258
Global Retirement Partners
California
$98K -$36.4K -144 -26%
WCM
1259
Whitener Capital Management
North Carolina
$98K – – –
FC
1260
Ferris Capital
Massachusetts
$97K +$102K +404 New
OFS
1261
Orrstown Financial Services
Pennsylvania
$96K – – –
PCM
1262
Penserra Capital Management
California
$95K +$100K +396 New
CB
1263
Community Bank
New York
$94K – – –
DSC
1264
Duncker Streett & Co
Missouri
$92K +$253 +1 +0.3%
PO
1265
Private Ocean
California
$92K +$87.2K +345 +841%
BWA
1266
BDO Wealth Advisors
Florida
$90K +$37.9K +150 +67%
AWM
1267
AllSquare Wealth Management
New York
$89K – – –
RAM
1268
Riggs Asset Management
Pennsylvania
$89K – – –
PCP
1269
Proficio Capital Partners
Massachusetts
$88K +$1.01K +4 +1%
WA
1270
WealthTrust-Arizona
Arizona
$87K – – –
SWA
1271
Sutton Wealth Advisors
Florida
$84.8K +$25.3K +100 +40%
LFA
1272
Legacy Financial Advisors
Kentucky
$82K +$3.79K +15 +5%
GBBWRPM
1273
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$80K – – –
AF
1274
Allworth Financial
California
$78K -$253 -1 -0.3%
TDC
1275
Thompson Davis & Co
Virginia
$78K +$17.9K +71 +28%