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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
801
Close Asset Management
United Kingdom
$26K – – –
HDIM
802
Hanson & Doremus Investment Management
Vermont
$26K – – –
AIC
803
Ameritas Investment Company
Nebraska
$25K -$2.12K -112 -9%
FPS
804
Fieldpoint Private Securities
Connecticut
$25K – – –
RMC
805
Resources Management Corp
Connecticut
$25K +$22.7K +1,200 New
PA
806
Procyon Advisors
Connecticut
$24K +$22.2K +1,173 New
CAL
807
Capital Analysts LLC
Pennsylvania
$23K -$1.24M -65,379 -98%
IBOK
808
Independence Bank of Kentucky
Kentucky
$23K – – –
BWM
809
Baystate Wealth Management
Massachusetts
$23K +$18.9K +1,000 +962%
NMC
810
Nine Masts Capital
Hong Kong
$22K -$84.4K -4,457 -81%
HFM
811
Hartford Financial Management
Connecticut
$22K – – –
GI
812
Gradient Investments
Minnesota
$22K +$3.79K +200 +24%
CWM
813
Cranbrook Wealth Management
Michigan
$21K – – –
NCM
814
New Capital Management
Texas
$21K – – –
SIC
815
Salem Investment Counselors
North Carolina
$21K – – –
SC
816
Sawyer & Company
Massachusetts
$21K – – –
EI
817
Ellevest Inc
New York
$21K +$2.9K +153 +17%
KFS
818
Kelly Financial Services
Massachusetts
$21K -$34.7K -1,834 -64%
ME
819
McIlrath & Eck
Washington
$20K – – –
WEC
820
Winslow Evans & Crocker
Massachusetts
$20K – – –
DI
821
Disciplined Investments
Oklahoma
$19K +$17.5K +924 New
SWM
822
Sugarloaf Wealth Management
Georgia
$19K +$17.7K +932 New
SLF
823
Sun Life Financial
Ontario, Canada
$18K -$6.4K -338 -28%
PFBT
824
Parkside Financial Bank & Trust
Missouri
$18K +$360 +19 +2%
1IA
825
1834 Investment Advisors
Wisconsin
$17K – – –