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Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
2326
O'Brien Wealth Partners
Massachusetts
$122K -$114K -313 -47%
GGI
2327
Godsey & Gibb Inc
Virginia
$119K +$125K +343 New
EWM
2328
Endurance Wealth Management
Rhode Island
$117K – – –
SIS
2329
Sound Income Strategies
Florida
$116K -$364 -1 -0.3%
COCM
2330
Charter Oak Capital Management
New Hampshire
$116K – – –
RBC
2331
Roble Belko & Company
Pennsylvania
$116K – – –
CC
2332
Corsicana & Co
Texas
$115K – – –
PG
2333
Proffitt & Goodson
Tennessee
$115K – – –
TVWM
2334
Tower View Wealth Management
Wisconsin
$113K +$66.2K +182 +128%
BIA
2335
Bell Investment Advisors
California
$111K +$116K +319 New
NR
2336
Newfound Research
Massachusetts
$110K +$26.5K +73 +30%
CPC
2337
Consolidated Planning Corp
Georgia
$110K +$115K +317 New
LSV Asset Management
2338
LSV Asset Management
Illinois
$104K -$72.7K -200 -40%
CAM
2339
Cacti Asset Management
Georgia
$104K – – –
SIAP
2340
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$104K +$16K +44 +17%
IUHSA
2341
Itau Unibanco Holding S.A.
Brazil
$103K +$92.4K +254 +605%
TC
2342
Trust Company
Kansas
$100K – – –
GCGDR
2343
Geo Capital Gestora de Recursos
Brazil
$99K +$5.82K +16 +6%
PP
2344
Pacifica Partners
Canada
$97K +$25.5K +70 +35%
TLCM
2345
Twin Lakes Capital Management
California
$94K – – –
PCIG
2346
Partners Capital Investment Group
Massachusetts
$91K -$1.95M -5,373 -95%
BDWM
2347
Brewin Dolphin Wealth Management
Ireland
$89.7K – – –
BAM
2348
Baldrige Asset Management
Pennsylvania
$87K -$12.4K -34 -12%
ST
2349
Sageworth Trust
Pennsylvania
$87K – – –
TJHA
2350
Thomas J. Herzfeld Advisors
Florida
$87K – – –