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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1001
Heritage Wealth Advisors
Virginia
$20.9K +$4.59K +95 +30%
FBT
1002
First Bank & Trust
South Dakota
$20K – – –
SIA
1003
SeaBridge Investment Advisors
New Jersey
$20K – – –
TFO
1004
Tarbox Family Office
California
$19K -$1.54K -32 -8%
MF
1005
Manchester Financial
California
$18K +$17.3K +358 New
RFM
1006
Royal Fund Management
Florida
$17K -$1.98K -41 -11%
GI
1007
Gradient Investments
Minnesota
$17K -$97 -2 -0.6%
WCG
1008
Weaver Consulting Group
California
$17K – – –
FIB
1009
First Interstate Bank
Montana
$16K – – –
SIM
1010
Sonora Investment Management
Arizona
$16K – – –
IFAM
1011
Institutional & Family Asset Management
Colorado
$16K +$869 +18 +6%
LWM
1012
Liberty Wealth Management
California
$16K +$6.13K +127 +67%
AAP
1013
Arax Advisory Partners
Colorado
$15K – – –
BWP
1014
Baldwin Wealth Partners
Massachusetts
$15K – – –
EWM
1015
Edge Wealth Management
New York
$15K – – –
SBL
1016
Sargent Bickham Lagudis
Colorado
$15K – – –
1W
1017
1776 Wealth
Georgia
$15K +$14.5K +300 New
HGWM
1018
Harvest Group Wealth Management
Massachusetts
$14K -$15.6K -323 -53%
PB
1019
Pinnacle Bancorp
Nebraska
$14K -$12.9K -267 -50%
BFC
1020
Bedel Financial Consulting
Indiana
$14K – – –
CIAS
1021
CBIZ Investment Advisory Services
Ohio
$14K – – –
LWCFA
1022
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K – – –
CBT
1023
Capital Bank & Trust
California
$13K -$6.37K -132 -34%
BL
1024
Balentine LLC
Georgia
$13K +$869 +18 +8%
PP
1025
Pacifica Partners
Canada
$13K +$12.1K +250 New