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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
926
Tarbox Family Office
California
$18K – – –
FBT
927
First Bank & Trust
South Dakota
$17K – – –
SSB
928
Sandy Spring Bank
Maryland
$17K +$867 +20 +6%
PS
929
Planned Solutions
California
$17K +$8.23K +190 +110%
ME
930
McIlrath & Eck
Washington
$17K +$11.5K +265 +248%
APWM
931
Atlas Private Wealth Management
New York
$17K +$16K +370 New
TC
932
Truvestments Capital
Florida
$16K – – –
MCM
933
Manchester Capital Management
Vermont
$16K +$14.3K +329 +1,645%
CHA
934
Carmichael Hill & Associates
Maryland
$15K – – –
TCM
935
Tradewinds Capital Management
Washington
$15K – – –
MPWT
936
MassMutual Private Wealth & Trust
Connecticut
$15K +$5.59K +129 +71%
RF
937
Robbins Farley
New Hampshire
$15K +$13.7K +316 New
HDIM
938
Hanson & Doremus Investment Management
Vermont
$15K +$14K +324 New
BSSFA
939
Baron Silver Stevens Financial Advisors
Florida
$15K +$14.2K +327 New
SIAG
940
Safeguard Investment Advisory Group
California
$15K +$14.3K +330 New
FCH
941
Freestone Capital Holdings
Washington
$14.9K – – –
WT
942
Washington Trust
Rhode Island
$14K -$11.8K -273 -48%
BWP
943
Baldwin Wealth Partners
Massachusetts
$14K – – –
VRM
944
Vectors Research Management
New York
$14K +$8.67K +200 +211%
CWM
945
Curi Wealth Management
North Carolina
$14K +$13.8K +319 New
WPA
946
West Paces Advisors
Georgia
$13.6K – – –
HGWM
947
Harvest Group Wealth Management
Massachusetts
$13K -$693 -16 -6%
BFC
948
Bedel Financial Consulting
Indiana
$13K – – –
CIAS
949
CBIZ Investment Advisory Services
Ohio
$13K – – –
HFA
950
HC Financial Advisors
California
$13K – – –