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Name Holding Trade Value Shares
Change
Change in
Stake
NSB
1276
Norway Savings Bank
Maine
$87K – – –
EWM
1277
Elmwood Wealth Management
California
$87K +$81K +250 New
PO
1278
Private Ocean
California
$85K – – –
HWA
1279
HHM Wealth Advisors
Tennessee
$83K – – –
BWM
1280
Baystate Wealth Management
Massachusetts
$82K +$7.13K +22 +10%
HIM
1281
Hillsdale Investment Management
Ontario, Canada
$80K – – –
SQA
1282
Simon Quick Advisors
New Jersey
$78K -$14.3K -44 -16%
VCM
1283
Versant Capital Management
Arizona
$78K -$3.24K -10 -4%
TFS
1284
TrustCore Financial Services
Tennessee
$78K – – –
FPS
1285
Fieldpoint Private Securities
Connecticut
$77K – – –
SJIA
1286
St. James Investment Advisors
New York
$75K +$70.3K +217 New
KFI
1287
Key Financial Inc
Pennsylvania
$74K – – –
WBC
1288
West Branch Capital
Massachusetts
$74K – – –
BWA
1289
BDO Wealth Advisors
Florida
$73K +$20.7K +64 +43%
CNBTD
1290
Citizens National Bank Trust Department
Mississippi
$73K +$68.4K +211 New
AP
1291
Arlington Partners
Alabama
$73K +$68.7K +212 New
SBL
1292
Sargent Bickham Lagudis
Colorado
$72K +$6.16K +19 +10%
DWMG
1293
DB Wealth Management Group
California
$70K – – –
SGAM
1294
Smith Group Asset Management
Texas
$70K +$6.48K +20 +11%
RAM
1295
Riggs Asset Management
Pennsylvania
$69K – – –
NF
1296
Norwood Financial
Pennsylvania
$69K +$64.8K +200 New
SPA
1297
Shore Point Advisors
New Jersey
$69K +$64.8K +200 New
OC
1298
Oakworth Capital
Alabama
$68K – – –
FP
1299
Financial Perspectives
Minnesota
$66.9K – – –
CAL
1300
Capital Advisors Ltd
Ohio
$66K +$20.4K +63 +50%