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Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
1301
Measured Wealth Private Client Group
New Hampshire
$99K +$98.5K +407 New
YWP
1302
YorkBridge Wealth Partners
New York
$98K -$384K -1,584 -79%
WWM
1303
Willingdon Wealth Management
North Carolina
$93K +$14.5K +60 +18%
DSC
1304
Duncker Streett & Co
Missouri
$92K +$242 +1 +0.3%
WAP
1305
Wealthcare Advisory Partners
Pennsylvania
$89K -$4.36K -18 -5%
AWM
1306
AllSquare Wealth Management
New York
$89K – – –
RAM
1307
Riggs Asset Management
Pennsylvania
$88K – – –
FC
1308
Ferris Capital
Massachusetts
$86K -$7.26K -30 -8%
LFA
1309
Legacy Financial Advisors
Kentucky
$86K – – –
PCP
1310
Proficio Capital Partners
Massachusetts
$85K -$4.36K -18 -5%
SWA
1311
Sutton Wealth Advisors
Florida
$85K – – –
Rockefeller Capital Management
1312
Rockefeller Capital Management
New York
$81K -$7.26K -30 -8%
CHC
1313
City Holding Co
West Virginia
$77K -$24.2K -100 -24%
WA
1314
WealthTrust-Arizona
Arizona
$77K – – –
IUHSA
1315
Itau Unibanco Holding S.A.
Brazil
$71K -$137K -566 -66%
CB
1316
Community Bank
New York
$71K – – –
RBC
1317
Roble Belko & Company
Pennsylvania
$71K – – –
FIA
1318
FNY Investment Advisers
New York
$69K -$3.32M -13,694 -98%
CAC
1319
Certified Advisory Corp
Florida
$68K – – –
PCM
1320
Princeton Capital Management
New Jersey
$67K – – –
TFO
1321
Tarbox Family Office
California
$67K +$32.7K +135 +94%
CA
1322
Centerpoint Advisors
Massachusetts
$65K -$6.54K -27 -9%
SIAS
1323
Shine Investment Advisory Services
Colorado
$65K – – –
AWM
1324
Aevitas Wealth Management
Massachusetts
$64K – – –
TC
1325
Truvestments Capital
Florida
$64K +$64.2K +265 New