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Name Holding Trade Value Shares
Change
Change in
Stake
AA
801
Ancora Advisors
Ohio
$71.4K -$209K -3,955 -74%
IBOK
802
Independence Bank of Kentucky
Kentucky
$70.6K – – –
BCWM
803
Bartlett & Co Wealth Management
Ohio
$70.4K – – –
PWAM
804
Private Wealth Asset Management
Iowa
$70K – – –
DIP
805
DT Investment Partners
Pennsylvania
$69.8K – – –
PIP
806
Philadelphia Investment Partners
New Jersey
$69.7K – – –
DJSG
807
D.J. St. Germain
Massachusetts
$69.7K +$14K +265 +25%
CT
808
Clearstead Trust
Maine
$68.4K – – –
B
809
Bayban
Minnesota
$66.7K – – –
LI
810
LRI Investments
Florida
$63.7K -$60K -1,134 -48%
AIM
811
Axiom Investment Management
New York
$62.9K -$12.7K -240 -17%
JFGIW
812
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62.5K – – –
SL
813
Salomon & Ludwin
Virginia
$61.3K -$26.5K -502 -30%
CTA
814
Colonial Trust Advisors
South Carolina
$60.5K – – –
HWA
815
HHM Wealth Advisors
Tennessee
$60.4K +$11.9K +225 +24%
FWA
816
Flagship Wealth Advisors
Massachusetts
$59.7K +$952 +18 +2%
EWM
817
Evermay Wealth Management
Virginia
$58K +$47.8K +904 +457%
MCM
818
Manchester Capital Management
Vermont
$57.5K – – –
QWM
819
Quaker Wealth Management
New Jersey
$55.8K +$10.6K +200 +23%
BWA
820
Basecamp Wealth Advisors
Washington
$55.8K -$740 -14 -1%
1M
821
1248 Management
Missouri
$55.7K – – –
PCA
822
Providence Capital Advisors
North Carolina
$54.1K +$54.6K +1,033 New
TCOV
823
Trust Company of Vermont
Vermont
$53.6K +$54.1K +1,023 New
PWA
824
Physician Wealth Advisors
Utah
$53K +$1K +19 +2%
TWD
825
True Wealth Design
Ohio
$52.7K +$2.91K +55 +6%