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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
826
Carroll Financial Associates
North Carolina
$17K +$2.45K +115 +16%
ARMC
827
American Research & Management Company
Massachusetts
$17K +$17K +800 New
PW
828
Price Wealth
Texas
$17K +$17.2K +810 New
1IA
829
1834 Investment Advisors
Wisconsin
$17K +$17.5K +822 New
TFS
830
TrustCore Financial Services
Tennessee
$17K +$17.6K +827 New
WEC
831
Winslow Evans & Crocker
Massachusetts
$16.8K – – –
GRP
832
Global Retirement Partners
California
$16K +$43 +2 +0.3%
AWA
833
Acorn Wealth Advisors
Michigan
$16K +$15.6K +733 New
NSB
834
Norway Savings Bank
Maine
$15K – – –
TFO
835
Tarbox Family Office
California
$15K – – –
AAP
836
Arax Advisory Partners
Colorado
$14K +$2.17K +102 +17%
APSP
837
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K -$6.38K -300 -33%
FMP
838
Financial Management Professionals
Texas
$13K – – –
PMFA
839
Plante Moran Financial Advisors
Michigan
$13K +$3.13K +147 +32%
MSA
840
Marino Stram & Associates
Massachusetts
$13K +$13.3K +627 New
AA
841
AlphaMark Advisors
Kentucky
$11K – – –
BWA
842
Burt Wealth Advisors
Maryland
$11K – – –
PSC
843
Prentiss Smith & Co
Vermont
$11K – – –
WWM
844
Willingdon Wealth Management
North Carolina
$11K – – –
KLWA
845
Kelly Lawrence W & Associates
California
$11K +$10.6K +500 New
GEA
846
Glen Eagle Advisors
New Jersey
$10.5K +$4.25K +200 +67%
FMA
847
FNY Managed Accounts
New York
$10K -$30.8K -1,446 -75%
WAP
848
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
PS
849
Portfolio Strategies
New York
$10K +$10.2K +479 New
CB
850
Community Bank
New York
$10K +$10.6K +500 New