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Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
1101
Peoples Financial Services Corp
Pennsylvania
$263K -$5.95K -121 -2%
Compagnie Lombard Odier SCmA
1102
Compagnie Lombard Odier SCmA
Switzerland
$262K -$9.83K -200 -4%
Vaughan David Investments
1103
Vaughan David Investments
Illinois
$262K +$247K +5,022 New
HWA
1104
HCR Wealth Advisors
California
$262K +$246K +5,014 New
CS
1105
Comerica Securities
Michigan
$262K -$11.9K -242 -5%
TNBTD
1106
Trustmark National Bank Trust Department
Mississippi
$261K +$246K +5,001 New
Avantax Planning Partners
1107
Avantax Planning Partners
Iowa
$261K +$246K +5,000 New
NFG
1108
Nations Financial Group
Iowa
$261K +$246K +4,998 New
FWM
1109
Forza Wealth Management
Florida
$261K +$246K +4,995 New
SPWM
1110
Straight Path Wealth Management
Michigan
$261K +$246K +4,995 New
AWM
1111
Aberdeen Wealth Management
Illinois
$261K +$245K +4,992 New
IP
1112
Ignite Planners
California
$260K +$247K +5,018 New
WC
1113
Westhampton Capital
North Carolina
$260K +$245K +4,984 New
FFS
1114
Founders Financial Securities
Maryland
$260K -$24.6K -501 -9%
AF
1115
Arrow Financial
New York
$260K – – –
SCM
1116
Sterneck Capital Management
Missouri
$260K +$245K +4,974 New
AWM
1117
AllSquare Wealth Management
New York
$259K -$2.46K -50 -1%
Daymark Wealth Partners
1118
Daymark Wealth Partners
Ohio
$259K +$244K +4,968 New
R.M. Davis Inc
1119
R.M. Davis Inc
Maine
$259K -$55.7K -1,134 -19%
PPP
1120
Private Portfolio Partners
New Jersey
$258K -$15.5K -315 -6%
CB
1121
Community Bank
New York
$258K +$72.1K +1,467 +42%
GWA
1122
GGM Wealth Advisors
Maryland
$256K -$44.3K -901 -14%
Dakota Wealth Management
1123
Dakota Wealth Management
Florida
$255K -$17.5K -356 -7%
Avalon Investment & Advisory
1124
Avalon Investment & Advisory
Texas
$255K -$49.8K -1,013 -17%
LDB
1125
Lee, Danner & Bass
Tennessee
$255K +$240K +4,881 New