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Name Holding Trade Value Shares
Change
Change in
Stake
LB
1476
Legacy Bridge
Iowa
$74K – – –
AFS
1477
Annapolis Financial Services
Maryland
$72K – – –
DSC
1478
Duncker Streett & Co
Missouri
$70K – – –
VCM
1479
Versant Capital Management
Arizona
$69K – – –
PCG
1480
Private Capital Group
Connecticut
$68K -$28.6K -111 -32%
AIM
1481
Axiom Investment Management
New York
$68K +$61.3K +238 New
WAS
1482
Winch Advisory Services
Wisconsin
$67K – – –
BWL
1483
Bogart Wealth LLC
Virginia
$66K +$3.86K +15 +7%
SMFG
1484
Sumitomo Mitsui Financial Group
Japan
$66K +$59.5K +231 New
CA
1485
Centerpoint Advisors
Massachusetts
$65K – – –
CHC
1486
City Holding Co
West Virginia
$65K – – –
FPS
1487
Fieldpoint Private Securities
Connecticut
$64K +$42.2K +164 +273%
ADL
1488
Asset Dedication LLC
California
$63K -$6.96K -27 -11%
CB
1489
Community Bank
New York
$61K – – –
HFA
1490
Hoover Financial Advisors
Pennsylvania
$61K – – –
LS
1491
Leelyn Smith
Illinois
$61K +$258 +1 +0.5%
HI
1492
Human Investing
Oregon
$60K -$63.1K -245 -54%
FFA
1493
Founders Financial Alliance
North Carolina
$59K +$52.5K +204 New
WIM
1494
Westside Investment Management
California
$58.4K -$25.8K -100 -2%
MCM
1495
Manchester Capital Management
Vermont
$57K – – –
MA
1496
Montag & Associates
Georgia
$57K – – –
WWM
1497
Wolff Wiese Magana
California
$56K – – –
1IA
1498
1834 Investment Advisors
Wisconsin
$56K +$25.8K +100 +103%
PSB
1499
Piscataqua Savings Bank
New Hampshire
$56K +$51.5K +200 New
PCTC
1500
Perkins Coie Trust Company
Washington
$54K – – –