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Name Holding Trade Value Shares
Change
Change in
Stake
1IA
826
1834 Investment Advisors
Wisconsin
$17K +$17.5K +822 New
TFS
827
TrustCore Financial Services
Tennessee
$17K +$17.6K +827 New
WEC
828
Winslow Evans & Crocker
Massachusetts
$16.8K
CLOS
829
Compagnie Lombard Odier SCmA
Switzerland
$16K -$123K -5,771 -88%
GRP
830
Global Retirement Partners
California
$16K +$43 +2 +0.3%
AWA
831
Acorn Wealth Advisors
Michigan
$16K +$15.6K +733 New
NSB
832
Norway Savings Bank
Maine
$15K
TFO
833
Tarbox Family Office
California
$15K
AAP
834
Arax Advisory Partners
Colorado
$14K +$2.17K +102 +17%
APSP
835
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K -$6.38K -300 -33%
FMP
836
Financial Management Professionals
Texas
$13K
PMFA
837
Plante Moran Financial Advisors
Michigan
$13K +$3.13K +147 +32%
MSA
838
Marino Stram & Associates
Massachusetts
$13K +$13.3K +627 New
AA
839
AlphaMark Advisors
Kentucky
$11K
BWA
840
Burt Wealth Advisors
Maryland
$11K
PSC
841
Prentiss Smith & Co
Vermont
$11K
WWM
842
Willingdon Wealth Management
North Carolina
$11K
KLWA
843
Kelly Lawrence W & Associates
California
$11K +$10.6K +500 New
GEA
844
Glen Eagle Advisors
New Jersey
$10.5K +$4.25K +200 +67%
FMA
845
FNY Managed Accounts
New York
$10K -$30.8K -1,446 -75%
WAP
846
Wealthcare Advisory Partners
Pennsylvania
$10K
PS
847
Portfolio Strategies
New York
$10K +$10.2K +479 New
CB
848
Community Bank
New York
$10K +$10.6K +500 New
HWP
849
Hefty Wealth Partners
Indiana
$9K
WAS
850
WESPAC Advisors SoCal
California
$9K +$638 +30 +8%