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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
826
Optimum Investment Advisors
Illinois
$9K – – –
ACM
827
Antonetti Capital Management
Florida
$8K – – –
HDIM
828
Hanson & Doremus Investment Management
Vermont
$8K – – –
CWA
829
Carolina Wealth Advisors
South Carolina
$7K – – –
MA
830
MUFG Americas
New York
$7K – – –
PWMG
831
Prestige Wealth Management Group
New Jersey
$7K – – –
TIM
832
Tortoise Investment Management
New York
$7K – – –
KC
833
Kenfarb & Co
Kentucky
$6K – – –
TWA
834
TCI Wealth Advisors
Arizona
$6K – – –
GKIM
835
GW&K Investment Management
Massachusetts
$6K +$1.95K +9 +47%
CMP
836
Coston McIsaac & Partners
Maine
$6K +$6.3K +29 New
SIS
837
Sound Income Strategies
Florida
$5K -$4.13K -19 -43%
AFG
838
Albion Financial Group
Utah
$5K – – –
BBPWM
839
Blue Bell Private Wealth Management
Pennsylvania
$5K – – –
FRA
840
Front Row Advisors
California
$5K – – –
HWA
841
HHM Wealth Advisors
Tennessee
$5K – – –
HI
842
Hudock Inc
Pennsylvania
$5K – – –
AssetMark Inc
843
AssetMark Inc
California
$5K +$217 +1 +5%
SC
844
Schubert & Co
Texas
$5K +$2.82K +13 +118%
BCWM
845
Bartlett & Co Wealth Management
Ohio
$4.12K +$4.13K +19 New
NFSG
846
Newbridge Financial Services Group
Florida
$4K -$2.82K -13 -42%
BWA
847
BDO Wealth Advisors
Florida
$4K – – –
BC
848
Bartlett & Co
Ohio
$4K +$4.13K +19 New
RWM
849
Raffa Wealth Management
District of Columbia
$3.69K – – –
WB
850
Webster Bank
Connecticut
$3K -$3.47K -16 -50%