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Name Holding Trade Value Shares
Change
Change in
Stake
APWM
1026
Atlas Private Wealth Management
New York
$26K +$26.1K +100 New
CT
1027
Clearstead Trust
Maine
$24K – – –
HDIM
1028
Hanson & Doremus Investment Management
Vermont
$23K – – –
IA
1029
IndexIQ Advisors
New York
$23K +$23K +88 New
First Manhattan
1030
First Manhattan
New York
$22K -$3.92K -15 -15%
AF
1031
Allworth Financial
California
$22K – – –
SBL
1032
Sargent Bickham Lagudis
Colorado
$22K – – –
ICM
1033
Islay Capital Management
Texas
$22K +$22K +84 New
AS
1034
Altshuler Shaham
Israel
$21K -$2.09K -8 -9%
LWANC
1035
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K – – –
SC
1036
Steph & Co
Wisconsin
$21K +$20.7K +79 New
HI
1037
Human Investing
Oregon
$20K – – –
IIA
1038
ICW Investment Advisors
Arizona
$19K +$18.6K +71 New
BWM
1039
Baystate Wealth Management
Massachusetts
$16K +$5.49K +21 +53%
VCP
1040
Verus Capital Partners
Arizona
$16K +$16K +61 New
PCIA
1041
Prime Capital Investment Advisors
Kansas
$15K -$52.3K -200 -78%
TSW
1042
Thompson Siegel & Walmsley
Virginia
$15K – – –
TCWM
1043
Total Clarity Wealth Management
Illinois
$14K +$14.4K +55 New
BCM
1044
Bourgeon Capital Management
Connecticut
$12K – – –
IRC
1045
Investors Research Corp
Georgia
$12K – – –
PFGIA
1046
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$4.71K +18 +62%
HWM
1047
HighMark Wealth Management
Minnesota
$12K +$12K +46 New
H
1048
Hexavest
Quebec, Canada
$11K – – –
EWA
1049
Evolution Wealth Advisors
Florida
$11K +$1.57K +6 +16%
GWS
1050
Glassman Wealth Services
Virginia
$10K -$261 -1 -3%