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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
926
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
VCM
927
Versant Capital Management
Arizona
$13K +$868 +19 +7%
JWA
928
JFS Wealth Advisors
Pennsylvania
$13K +$3.29K +72 +36%
BAM
929
Barrett Asset Management
New York
$13K +$13.2K +288 New
RMAM
930
Raab & Moskowitz Asset Management
New Jersey
$13K +$13.3K +292 New
MWM
931
Mascoma Wealth Management
New Hampshire
$12K
NCM
932
Nelson Capital Management
California
$12K +$4.57K +100 +67%
PCP
933
Proficio Capital Partners
Massachusetts
$11K -$2.51K -55 -18%
Barrow, Hanley, Mewhinney & Strauss
934
Barrow, Hanley, Mewhinney & Strauss
Texas
$11K -$823 -18 -7%
BFC
935
Bedel Financial Consulting
Indiana
$11K
BWA
936
Burt Wealth Advisors
Maryland
$11K
TIM
937
Tortoise Investment Management
New York
$11K
WAS
938
Winch Advisory Services
Wisconsin
$11K +$91 +2 +0.9%
BWL
939
Bogart Wealth LLC
Virginia
$11K +$2.51K +55 +30%
HS
940
Horan Securities
United States
$11K +$5.03K +110 +74%
RA
941
Rational Advisors
New York
$10K -$143K -3,136 -93%
VIA
942
Vantage Investment Advisors
Pennsylvania
$10K -$640 -14 -6%
NIM
943
NuWave Investment Management
New Jersey
$10K +$8.64K +189 +591%
AWM
944
Aevitas Wealth Management
Massachusetts
$9K -$38.7K -848 -81%
FMTCOCP
945
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K -$3.43K -75 -27%
BWM
946
Baystate Wealth Management
Massachusetts
$9K -$2.97K -65 -26%
FWM
947
Focused Wealth Management
New York
$9K
M
948
MOTCO
Texas
$9K
BCM
949
Brasada Capital Management
Texas
$9K +$9.09K +199 New
WCM
950
Whitener Capital Management
North Carolina
$9K +$9.14K +200 New