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Name Holding Trade Value Shares
Change
Change in
Stake
Capital Analysts LLC
801
Capital Analysts LLC
Pennsylvania
$16K -$16.7K -50 -50%
CX Institutional
802
CX Institutional
Indiana
$16K +$16K +48 New
TCOV
803
Trust Company of Vermont
Vermont
$16K +$16.7K +50 New
Heritage Wealth Advisors
804
Heritage Wealth Advisors
Virginia
$15.8K – – –
1832 Asset Management
805
1832 Asset Management
Ontario, Canada
$15K -$297M -890,400 -100%
BWP
806
Baldwin Wealth Partners
Massachusetts
$15K -$7.68K -23 -33%
Washington Trust
807
Washington Trust
Rhode Island
$15K – – –
NNP
808
Nachman Norwood & Parrott
South Carolina
$15K +$15K +45 New
BWM
809
BerganKDV Wealth Management
Minnesota
$14K – – –
ATC
810
Adirondack Trust Company
New York
$13K – – –
APWM
811
Atlas Private Wealth Management
New York
$13K – – –
VAIA
812
Virtus Alternative Investment Advisers
Connecticut
$12K -$8.01K -24 -41%
HWM
813
HighMark Wealth Management
Minnesota
$12K -$667 -2 -5%
TVWM
814
Tower View Wealth Management
Wisconsin
$12K – – –
OIA
815
Optimum Investment Advisors
Illinois
$12K +$12K +36 New
SIS
816
Sound Income Strategies
Florida
$10K – – –
MCM
817
Manchester Capital Management
Vermont
$10K +$1.67K +5 +21%
CFFP
818
Center for Financial Planning
Michigan
$10K +$10K +30 New
KFS
819
Kelly Financial Services
Massachusetts
$9.88K – – –
LWM
820
Liberty Wealth Management
California
$9K -$5.67K -17 -38%
Benjamin Edwards Inc
821
Benjamin Edwards Inc
Missouri
$8K -$3.34K -10 -29%
HR
822
Howe & Rusling
New York
$8K – – –
TIM
823
Tortoise Investment Management
New York
$8K – – –
EWM
824
Edge Wealth Management
New York
$7K -$106K -318 -94%
TCI Wealth Advisors
825
TCI Wealth Advisors
Arizona
$7K -$1K -3 -13%