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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1201
Accel Wealth Management
Iowa
$44K – – –
HFS
1202
HBC Financial Services
Washington
$42K +$7.29K +25 +20%
NR
1203
Newfound Research
Massachusetts
$42K +$42.6K +146 New
FPS
1204
Fieldpoint Private Securities
Connecticut
$41K – – –
TWM
1205
Tradition Wealth Management
Minnesota
$41K +$41.7K +143 New
SC
1206
Solstein Capital
California
$40K -$19.2K -66 -32%
RA
1207
Resolute Advisors
California
$40K – – –
PMFA
1208
Plante Moran Financial Advisors
Michigan
$39K +$21.6K +74 +123%
SWA
1209
Sutton Wealth Advisors
Florida
$38.5K – – –
SIAP
1210
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K – – –
M
1211
MOTCO
Texas
$37K – – –
CCA
1212
Column Capital Advisors
Indiana
$36K -$12K -41 -25%
CWP
1213
Concord Wealth Partners
Virginia
$36K +$25.9K +89 +241%
HR
1214
Howe & Rusling
New York
$35K -$583 -2 -2%
BAM
1215
Bellevue Asset Management
Washington
$34K – – –
PGAM
1216
Princeton Global Asset Management
New Jersey
$33K +$8.75K +30 +35%
FCM
1217
Firestone Capital Management
Florida
$32K +$2.92K +10 +10%
BG
1218
Bollard Group
Massachusetts
$31K – – –
GLLW
1219
Graves Light Lenhart Wealth
Virginia
$29K – – –
KC
1220
Knuff & Co
California
$29K – – –
PFSC
1221
Peoples Financial Services Corp
Pennsylvania
$29K – – –
ST
1222
Sageworth Trust
Pennsylvania
$29K – – –
SNT
1223
Security National Trust
West Virginia
$29K – – –
HWA
1224
Heritage Wealth Advisors
Virginia
$28.9K – – –
TIM
1225
Tortoise Investment Management
New York
$25K – – –