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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2476
Fingerlakes Wealth Management
New York
$239K +$229K +1,254 New
ITB
2477
Idaho Trust Bank
Idaho
$239K +$229K +1,254 New
WCF
2478
West Coast Financial
California
$239K +$228K +1,252 New
FFA
2479
Florida Financial Advisors
Florida
$239K -$46.3K -254 -17%
DA
2480
DSC Advisors
Illinois
$239K +$228K +1,251 New
CAMV
2481
Concord Asset Management (Virginia)
Virginia
$239K -$1.82K -10 -0.8%
NF
2482
NavPoint Financial
Minnesota
$238K – – –
HAS
2483
Holland Advisory Services
Florida
$238K +$1.64K +9 +0.7%
GI
2484
GLOBALT Investments
Georgia
$236K – – –
FIBT
2485
First International Bank & Trust
North Dakota
$235K -$11.7K -64 -5%
CPRC
2486
Consolidated Portfolio Review Corp
New York
$234K +$224K +1,226 New
CMP
2487
Coston McIsaac & Partners
Maine
$234K -$1.82K -10 -0.8%
GWM
2488
Gibbs Wealth Management
Georgia
$234K +$223K +1,225 New
LSA
2489
Lansing Street Advisors
Pennsylvania
$234K +$223K +1,225 New
LCM
2490
Liberty Capital Management
Michigan
$234K -$29.7K -163 -12%
PFA
2491
Pinnacle Family Advisors
Missouri
$234K +$223K +1,224 New
JBA
2492
Johnson Bixby & Associates
Washington
$234K – – –
CH
2493
Canton Hathaway
Rhode Island
$233K – – –
NPPM
2494
North Point Portfolio Managers
Ohio
$233K +$223K +1,220 New
MPW
2495
Monterey Private Wealth
California
$233K +$222K +1,218 New
EWM
2496
Evermay Wealth Management
Virginia
$232K +$101K +553 +83%
C
2497
Covestor
United Kingdom
$232K +$45.2K +248 +26%
FA
2498
Fountainhead AM
New Jersey
$232K -$45.6K -250 -17%
FA
2499
FDx Advisors
Illinois
$231K -$349K -1,915 -61%
EE
2500
EWG Elevate
California
$231K +$221K +1,210 New