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Name Holding Trade Value Shares
Change
Change in
Stake
FM
701
Forward Management
California
$11K +$10.4K +208 New
FNBSF
702
First National Bank Sioux Falls
South Dakota
$10K – – –
JFA
703
JNBA Financial Advisors
Minnesota
$10K – – –
AFIA
704
America First Investment Advisors
Nebraska
$10K +$9.86K +198 New
MPWT
705
MassMutual Private Wealth & Trust
Connecticut
$9.08K -$2.59K -52 -23%
IR
706
Invictus RG
Bermuda
$9K -$6.28K -126 -41%
GBBWRPM
707
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K – – –
MCM
708
MV Capital Management
Maryland
$9K – – –
DOA
709
D'Orazio & Associates
Virginia
$8K +$7.97K +160 New
RWM
710
Raffa Wealth Management
District of Columbia
$7.42K – – –
LIM
711
Lagoda Investment Management
New York
$7K -$2.59K -52 -27%
CAW
712
Cornerstone Advisors (Washington)
Washington
$6K -$8.82K -177 -60%
CA
713
CapWealth Advisors
Tennessee
$6K – – –
AF
714
Allworth Financial
California
$6K +$2.39K +48 +71%
AOWM
715
Alpha Omega Wealth Management
Virginia
$5K +$50 +1 +1%
NC
716
NewSquare Capital
Pennsylvania
$5K +$5.38K +108 New
WOC
717
West Oak Capital
California
$4.46K – – –
AF
718
Arrow Financial
New York
$4K -$7.57K -152 -66%
BWP
719
Baldwin Wealth Partners
Massachusetts
$3K +$2.99K +60 New
BC
720
Barnett & Company
Tennessee
$3K +$2.99K +60 New
MCM
721
Manchester Capital Management
Vermont
$2K -$144K -2,891 -99%
ADL
722
Asset Dedication LLC
California
$2K – – –
FAM
723
Formidable Asset Management
Ohio
$2K – – –
DSN
724
D. Scott Neal
Kentucky
$2K +$2.14K +43 New
Carson Wealth (CWM LLC)
725
Carson Wealth (CWM LLC)
Nebraska
$1K -$1.69K -34 -56%