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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
676
Tortoise Investment Management
New York
$5K -$39.2K -175 -88%
Ancora Advisors
677
Ancora Advisors
Ohio
$5K – – –
MCM
678
Manchester Capital Management
Vermont
$5K – – –
SNT
679
Security National Trust
West Virginia
$5K – – –
CBT
680
Capital Bank & Trust
California
$5K +$2.24K +10 +67%
TVWM
681
Tower View Wealth Management
Wisconsin
$5K +$5.59K +25 New
VNA
682
Valley National Advisers
Pennsylvania
$5K +$5.59K +25 New
LSA
683
Lion Street Advisors
Texas
$5K +$6.26K +28 New
Brandywine Global Investment Management
684
Brandywine Global Investment Management
Pennsylvania
$4K – – –
SWM
685
Selective Wealth Management
Virginia
$4K – – –
SIS
686
Sound Income Strategies
Florida
$4K – – –
Balentine LLC
687
Balentine LLC
Georgia
$3K -$33.3K -149 -91%
HWM
688
HighMark Wealth Management
Minnesota
$3K -$1.57K -7 -26%
LWM
689
Lenox Wealth Management
Ohio
$3K – – –
LC
690
Lindbrook Capital
California
$3K +$895 +4 +36%
RWM
691
Raffa Wealth Management
District of Columbia
$2.46K +$895 +4 +44%
SWA
692
Sutton Wealth Advisors
Florida
$2.27K +$2.69K +12 New
AWM
693
Atticus Wealth Management
Florida
$2K -$100K -447 -98%
MIM
694
Macroview Investment Management
Maryland
$2K -$447 -2 -13%
CHA
695
Carmichael Hill & Associates
Maryland
$2K – – –
GFPC
696
Global Financial Private Capital
Florida
$2K – – –
PB
697
Pinnacle Bancorp
Nebraska
$2K – – –
CP
698
Corbenic Partners
Pennsylvania
$2K +$1.79K +8 New
PWMG
699
Prestige Wealth Management Group
New Jersey
$2K +$2.46K +11 New
AlphaCore Capital
700
AlphaCore Capital
California
$2K +$2.69K +12 New