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Name Holding Trade Value Shares
Change
Change in
Stake
GI
1201
Gradient Investments
Minnesota
$25K – – –
NSIM
1202
North Star Investment Management
Illinois
$25K – – –
ANBT
1203
American National Bank & Trust
Texas
$24K +$25.8K +270 New
IIC
1204
Integrated Investment Consultants
Michigan
$22K – – –
RWA
1205
Ropes Wealth Advisors
Massachusetts
$22K +$22K +230 +920%
CHP
1206
Cable Hill Partners
Oregon
$21K – – –
DPA
1207
Delphi Private Advisors
California
$20K -$191 -2 -0.9%
CP
1208
Corbenic Partners
Pennsylvania
$20K – – –
EWM
1209
Edge Wealth Management
New York
$20K – – –
CB
1210
Community Bank
New York
$18K – – –
DAM
1211
Delta Asset Management
Tennessee
$18K – – –
JFA
1212
JNBA Financial Advisors
Minnesota
$18K – – –
PFBT
1213
Parkside Financial Bank & Trust
Missouri
$18K – – –
PFO
1214
Pathstone Family Office
New Jersey
$18K +$19.1K +200 New
WAS
1215
WESPAC Advisors SoCal
California
$17.6K -$9.55K -100 -33%
NC
1216
NewSquare Capital
Pennsylvania
$16K – – –
KKAMG
1217
Kernodle & Katon Asset Management Group
Arkansas
$15K – – –
CFA
1218
Camarda Financial Advisors
Florida
$15K +$16.7K +175 New
BBPWM
1219
Blue Bell Private Wealth Management
Pennsylvania
$12K – – –
ADL
1220
Asset Dedication LLC
California
$12K +$3.72K +39 +39%
SFG
1221
SevenBridge Financial Group
Pennsylvania
$10K +$10.5K +110 New
BAM
1222
Bruderman Asset Management
New York
$9K – – –
HR
1223
Howe & Rusling
New York
$9K +$9.55K +100 New
VWM
1224
Valley Wealth Managers
New Jersey
$9K +$9.55K +100 New
RWM
1225
Raffa Wealth Management
District of Columbia
$8.19K – – –