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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1901
Perennial Advisors
New York
$23K
BL
1902
Balentine LLC
Georgia
$23K +$23.1K +535 New
RWM
1903
Raffa Wealth Management
District of Columbia
$20.7K
CC
1904
Claybrook Capital
Massachusetts
$19K
ML
1905
McAdam LLC
Pennsylvania
$18K
CAL
1906
Capital Advisors Ltd
Ohio
$18K +$86 +2 +0.5%
HCM
1907
Horrell Capital Management
Arkansas
$16K
PMG
1908
ProVise Management Group
Florida
$15.6K +$11.5K +266 +0.2%
FCT
1909
Family Capital Trust
Massachusetts
$15K
MUS
1910
Mitsubishi UFJ Securities
Japan
$14K
JAM
1911
JCIC Asset Management
Ontario, Canada
$13K +$13.1K +303 New
TG
1912
TLP Group
Illinois
$12K -$241K -5,581 -95%
FFW
1913
Fusion Family Wealth
New York
$12K
HCM
1914
Hilton Capital Management
New York
$12K +$12.1K +280 New
PCM
1915
Poehling Capital Management
Wisconsin
$11K -$1.3K -30 -11%
OFS
1916
Orrstown Financial Services
Pennsylvania
$10K
CFG
1917
CKW Financial Group
Hawaii
$9K
IF
1918
Ironwood Financial
Arizona
$9K
WPW
1919
Winthrop Partners - WNY
New York
$8.77K
AWM
1920
Avondale Wealth Management
Texas
$8K
AIL
1921
AGF Investments LLC
Ontario, Canada
$7.89K -$704K -16,303 -8%
OBWP
1922
O'Brien Wealth Partners
Massachusetts
$7K -$49.7K -1,150 -88%
HWM
1923
Holloway Wealth Management
Florida
$7K
TAIM
1924
TD Ameritrade Investment Management
Nebraska
$7K +$6.87K +159 New
HIM
1925
Hillsdale Investment Management
Ontario, Canada
$6K -$1.3K -30 -18%