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Name Holding Trade Value Shares
Change
Change in
Stake
RWG
1676
Regal Wealth Group
California
$121K +$123K +916 New
CFA
1677
Camarda Financial Advisors
Florida
$119K – – –
AIM
1678
Assured Investment Management
New York
$114K -$159K -1,186 -58%
CFG
1679
CKW Financial Group
Hawaii
$111K +$269 +2 +0.2%
KA
1680
Klingman & Associates
New York
$110K -$27.3K -203 -20%
IP
1681
Isthmus Partners
Wisconsin
$107K – – –
KWMG
1682
King Wealth Management Group
Florida
$104K -$533K -3,966 -83%
EWM
1683
Edge Wealth Management
New York
$104K +$70.3K +523 +197%
CFN
1684
Cordasco Financial Network
Florida
$103K – – –
HTHT
1685
Hemenway Trust Hemenway Trust
New Hampshire
$101K -$49.2K -366 -32%
GWM
1686
Gupta Wealth Management
California
$99K -$18K -134 -15%
JGIA
1687
Jackson Grant Investment Advisers
Connecticut
$98K +$101K +749 New
CCMW
1688
Cypress Capital Management (Wyoming)
Wyoming
$96.9K – – –
KPCM
1689
Kings Point Capital Management
New York
$96K – – –
TCCM
1690
Timber Creek Capital Management
Massachusetts
$89K – – –
OFS
1691
Orrstown Financial Services
Pennsylvania
$83K – – –
CAM
1692
CMT Asset Management
Illinois
$83K +$84.4K +628 New
CAL
1693
Capital Analysts LLC
Pennsylvania
$82.8K +$13.7K +102 +19%
HA
1694
Harfst & Associates
Wyoming
$81K – – –
CII
1695
Capital International Inc
California
$81K +$82.9K +617 New
KKAMG
1696
Kernodle & Katon Asset Management Group
Arkansas
$80K +$81.4K +606 New
PCM
1697
Penserra Capital Management
California
$80K +$81.7K +608 New
CHP
1698
Cable Hill Partners
Oregon
$76K -$227K -1,688 -75%
FMP
1699
Financial Management Professionals
Texas
$72K +$403 +3 +0.5%
RBC
1700
Roble Belko & Company
Pennsylvania
$71K +$7.12K +53 +11%