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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1001
Centerpoint Advisors
Massachusetts
$19K +$19.8K +375 New
MFW
1002
Mosaic Family Wealth
Missouri
$18K – – –
CP
1003
Corbenic Partners
Pennsylvania
$18K +$8.22K +156 +78%
NCM
1004
Nelson Capital Management
California
$18K +$19K +361 New
Carson Wealth (CWM LLC)
1005
Carson Wealth (CWM LLC)
Nebraska
$17K -$9.01K -171 -34%
TCM
1006
Tradewinds Capital Management
Washington
$17K – – –
WA
1007
Winfield Associates
Ohio
$17K – – –
LWM
1008
Lenox Wealth Management
Ohio
$17K +$4.74K +90 +36%
CBT
1009
Central Bank & Trust
Kentucky
$15K – – –
PG
1010
Patten Group
Tennessee
$15K – – –
QAM
1011
QCI Asset Management
New York
$15K – – –
FMB
1012
Field & Main Bank
Kentucky
$15K +$15.6K +296 New
LWCFA
1013
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K -$790 -15 -5%
EWM
1014
Edge Wealth Management
New York
$14K +$5K +95 +48%
AWM
1015
Aevitas Wealth Management
Massachusetts
$13K +$13.6K +258 New
VCM
1016
Vigilant Capital Management
Maine
$13K +$13.7K +261 New
BWA
1017
Burt Wealth Advisors
Maryland
$12K – – –
MWM
1018
Mascoma Wealth Management
New Hampshire
$12K +$13K +247 New
SIM
1019
Sonora Investment Management
Arizona
$11.9K +$3.53K +67 +40%
TIM
1020
Tortoise Investment Management
New York
$11K – – –
WAS
1021
Winch Advisory Services
Wisconsin
$11K +$53 +1 +0.5%
PCP
1022
Proficio Capital Partners
Massachusetts
$11K +$1.48K +28 +15%
FMTCOCP
1023
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10.1K – – –
BWM
1024
Baystate Wealth Management
Massachusetts
$10K -$5.32K -101 -35%
JWA
1025
JFS Wealth Advisors
Pennsylvania
$10K – – –