Name Holding Trade Value Shares
Change
Change in
Stake
OA
1901
Operose Advisors
Wisconsin
$55.4K -$9K -20 -14%
BAM
1902
Bellevue Asset Management
Washington
$55.4K – – –
AWM
1903
Activest Wealth Management
Florida
$54.9K +$52.2K +116 +5,800%
MFT
1904
Moisand Fitzgerald Tamayo
Florida
$54.5K – – –
GC
1905
Garde Capital
Washington
$54K +$52.2K +116 New
TF
1906
Tompkins Financial
New York
$54K -$129K -286 -71%
CAM
1907
Costello Asset Management
Pennsylvania
$54K +$52.2K +116 New
DIP
1908
DT Investment Partners
Pennsylvania
$53.5K – – –
PWA
1909
Physician Wealth Advisors
Utah
$53.4K – – –
NWM
1910
Navigoe Wealth Management
California
$53K – – –
NWM
1911
Nova Wealth Management
Florida
$51.7K +$50K +111 New
CI
1912
Clal Insurance
Israel
$51K +$40.1K +89 +445%
CTA
1913
Colonial Trust Advisors
South Carolina
$50.8K – – –
SO
1914
Sierra Ocean
California
$48K -$4.95K -11 -10%
AP
1915
Aspect Partners
Virginia
$47.5K -$450 -1 -1%
TIM
1916
Tortoise Investment Management
New York
$46.6K -$72.5K -161 -62%
HC
1917
Hoese & Co
Minnesota
$46.6K – – –
MMCM
1918
Murphy & Mullick Capital Management
New York
$46.6K – – –
PFSC
1919
Peoples Financial Services Corp
Pennsylvania
$46.6K – – –
SCM
1920
Silvant Capital Management
Georgia
$46.6K – – –
VWM
1921
Vermillion Wealth Management
Minnesota
$46.6K – – –
HDIM
1922
Hanson & Doremus Investment Management
Vermont
$46K – – –
EI
1923
eCIO Inc
Wisconsin
$45.2K +$43.7K +97 New
DF
1924
Dunhill Financial
United Kingdom
$44.5K +$6.3K +14 +17%
OPTFSNA
1925
Old Point Trust & Financial Services N A
Virginia
$44.2K – – –