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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
901
PRW Wealth Management
Massachusetts
$17K +$498 +3 +3%
IWP
902
Icon Wealth Partners
Texas
$17K +$15.6K +94 New
POIA
903
Pin Oak Investment Advisors
Texas
$14K – – –
SIAP
904
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13K – – –
FIB
905
First Interstate Bank
Montana
$12K +$11.1K +67 New
GSWM
906
Golden State Wealth Management
California
$12K +$11.5K +69 New
CIA
907
Cascade Investment Advisors
Oregon
$11.4K – – –
HCM
908
Hilton Capital Management
New York
$11K – – –
IRC
909
Investors Research Corp
Georgia
$11K +$9.97K +60 New
DWM
910
Destination Wealth Management
California
$10K -$82.2K -495 -90%
JWA
911
JFS Wealth Advisors
Pennsylvania
$10K – – –
SIM
912
Sonora Investment Management
Arizona
$10K +$4.15K +25 +83%
HFM
913
Hartford Financial Management
Connecticut
$9K -$9.14K -55 -52%
SSB
914
Sandy Spring Bank
Maryland
$9K -$8.31K -50 -50%
FMTCOCP
915
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K – – –
SIS
916
Sound Income Strategies
Florida
$9K – – –
KTC
917
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
KL
918
KWMG LLC
Kansas
$8K – – –
VNA
919
Valley National Advisers
Pennsylvania
$8K – – –
GRP
920
Global Retirement Partners
California
$8K +$1.99K +12 +36%
AW
921
Alpha Windward
Massachusetts
$7K – – –
MMG
922
Monetary Management Group
Missouri
$7K – – –
BEI
923
Benjamin Edwards Inc
Missouri
$7K +$6.64K +40 New
PWMG
924
Prestige Wealth Management Group
New Jersey
$6K -$25.9K -156 -83%
LFG
925
Larson Financial Group
Missouri
$6K – – –
35 36
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38 39