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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
701
Mark Sheptoff Financial Planning
Connecticut
$20K – – –
CB
702
Community Bank
New York
$19K -$28.3K -1,500 -61%
BCA
703
Berman Capital Advisors
Georgia
$19K +$75 +4 +0.4%
EW
704
Evoke Wealth
California
$18.3K -$358 -19 -2%
OAJ
705
Ogorek Anthony Joseph
New York
$18K +$19 +1 +0.1%
BWM
706
Baystate Wealth Management
Massachusetts
$18K +$151 +8 +0.9%
APWM
707
Atlas Private Wealth Management
New York
$18K +$16.6K +878 New
NIM
708
NuWave Investment Management
New Jersey
$17K -$245K -12,998 -94%
LWCFA
709
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K – – –
VRM
710
Vectors Research Management
New York
$17K – – –
PFBT
711
Parkside Financial Bank & Trust
Missouri
$17K +$1.47K +78 +10%
NFG
712
Next Financial Group
Texas
$16K -$943 -50 -6%
AF
713
Arrow Financial
New York
$16K – – –
BWA
714
BDO Wealth Advisors
Florida
$16K – – –
TIM
715
Tortoise Investment Management
New York
$16K – – –
FIB
716
First Interstate Bank
Montana
$16K +$14.9K +792 New
CT
717
Caldwell Trust
Florida
$15.8K +$14.7K +780 New
ACM
718
Allred Capital Management
Texas
$15.2K +$14.1K +750 New
CAL
719
Capital Advisors Ltd
Ohio
$15K +$132 +7 +1%
BC
720
Barnett & Company
Tennessee
$15K +$13.6K +722 New
TF
721
Tompkins Financial
New York
$14K -$21.3K -1,130 -63%
FHA
722
First Horizon Advisors
Tennessee
$14K – – –
ONST
723
Old North State Trust
North Carolina
$14K – – –
TSW
724
Thompson Siegel & Walmsley
Virginia
$14K – – –
WOC
725
West Oak Capital
California
$14K +$13.2K +700 New