Name Holding Trade Value Shares
Change
Change in
Stake
PCH
1101
PGIM Custom Harvest
New Jersey
$114K – – –
FMP
1102
Financial Management Professionals
Texas
$106K +$30.9K +119 +46%
AIM
1103
Anchor Investment Management
South Carolina
$105K – – –
GAM
1104
Grandview Asset Management
Pennsylvania
$105K +$97.5K +376 New
PCG
1105
Private Capital Group
Connecticut
$104K -$268K -1,034 -74%
WWM
1106
Wolff Wiese Magana
California
$103K -$7.78K -30 -8%
BFC
1107
Bedel Financial Consulting
Indiana
$101K – – –
NC
1108
NewSquare Capital
Pennsylvania
$98K – – –
PFGIA
1109
Patriot Financial Group Insurance Agency
Massachusetts
$98K +$7.78K +30 +9%
PSB
1110
Piscataqua Savings Bank
New Hampshire
$97K +$89.5K +345 New
WAP
1111
Wealthcare Advisory Partners
Pennsylvania
$95K +$88.2K +340 New
WPA
1112
West Paces Advisors
Georgia
$93.3K – – –
MRCM
1113
M&R Capital Management
New Jersey
$92K – – –
OIA
1114
Optimum Investment Advisors
Illinois
$92K – – –
RWG
1115
Regal Wealth Group
California
$92K – – –
LJHT
1116
Laurie J. Hall Trustee
$91K – – –
CHC
1117
City Holding Co
West Virginia
$89K – – –
ETC
1118
Exchange Traded Concepts
Oklahoma
$88K +$81.2K +313 New
CBT
1119
Central Bank & Trust
Kentucky
$84K – – –
FFA
1120
Freedman Financial Associates
Massachusetts
$84K – – –
GWS
1121
Glassman Wealth Services
Virginia
$84K +$18.9K +73 +32%
NIC
1122
Northwest Investment Counselors
Oregon
$84K +$77.8K +300 New
TFO
1123
Tarbox Family Office
California
$77K -$259 -1 -0.4%
AF
1124
Arrow Financial
New York
$77K – – –
IAIM
1125
International Assets Investment Management
Florida
$74K – – –