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Name Holding Trade Value Shares
Change
Change in
Stake
AF
601
Arrow Financial
New York
$5K -$5.26K -75 -50%
CCM
602
Cribstone Capital Management
Maine
$5K
DBT
603
Dubuque Bank & Trust
Iowa
$5K
PCP
604
Proficio Capital Partners
Massachusetts
$5K +$1.4K +20 +33%
WTC
605
WhitTier Trust Company
Nevada
$4K -$21.1K -300 -83%
FMII
606
Farmers & Merchants Investments Inc
Nebraska
$4K
WAP
607
Wealthcare Advisory Partners
Pennsylvania
$4K
LNB
608
Ledyard National Bank
$3K
OC
609
Oakworth Capital
Alabama
$3K
SIM
610
Sonora Investment Management
Arizona
$3K
SIS
611
Sound Income Strategies
Florida
$3K +$1.05K +15 +56%
FRA
612
Front Row Advisors
California
$3K +$1.82K +26 +130%
CFA
613
Clarfeld Financial Advisors
New York
$3K +$2.6K +37 New
PWM
614
PRW Wealth Management
Massachusetts
$3K +$3.44K +49 New
FC
615
Ferris Capital
Massachusetts
$2K -$1.68K -24 -42%
NR
616
Newfound Research
Massachusetts
$2K +$140 +2 +10%
SFSIG
617
San Francisco Sentry Investment Group
California
$2K +$1.26K +18 +95%
PFGIA
618
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.54K +22 +2,200%
EI
619
Ellevest Inc
New York
$2K +$1.82K +26 New
CA
620
Claro Advisors
Massachusetts
$2K +$2.1K +30 New
GEA
621
Glen Eagle Advisors
New Jersey
$1.99K
RWM
622
Raffa Wealth Management
District of Columbia
$1.26K
RE
623
RBC Europe
United Kingdom
$1.06K
Fidelity International
624
Fidelity International
Bermuda
$1K -$351 -5 -29%
CFA
625
Carroll Financial Associates
North Carolina
$1K