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Name Holding Trade Value Shares
Change
Change in
Stake
CHA
1101
Carmichael Hill & Associates
Maryland
$19K – – –
MTIC
1102
Missouri Trust & Investment Company
Missouri
$19K – – –
TIM
1103
Tortoise Investment Management
New York
$19K – – –
RA
1104
Rise Advisors
New York
$19K +$199 +3 +1%
WPA
1105
West Paces Advisors
Georgia
$18.2K – – –
PP
1106
PrairieView Partners
Minnesota
$18K – – –
RF
1107
Robbins Farley
New Hampshire
$18K – – –
SAM
1108
Strategic Asset Management
Minnesota
$18K – – –
GIA
1109
GHP Investment Advisors
Colorado
$18K +$6.55K +99 +53%
CAC
1110
Core Alternative Capital
Georgia
$18K +$8.14K +123 +72%
TWM
1111
Tradition Wealth Management
Minnesota
$17K – – –
HDIM
1112
Hanson & Doremus Investment Management
Vermont
$16K – – –
LWCFA
1113
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K +$16.8K +254 New
CMP
1114
Coston McIsaac & Partners
Maine
$16K +$17K +257 New
FWM
1115
Focused Wealth Management
New York
$15K -$1.26K -19 -7%
GA
1116
GoalVest Advisory
New York
$15K -$463 -7 -3%
SA
1117
SRH Advisors
Kansas
$15K – – –
AFS
1118
Annapolis Financial Services
Maryland
$14K – – –
BWM
1119
BerganKDV Wealth Management
Minnesota
$14K +$66 +1 +0.5%
KTC
1120
Kistler-Tiffany Companies
Pennsylvania
$13K – – –
PFSC
1121
Peoples Financial Services Corp
Pennsylvania
$13K – – –
HWM
1122
Horizons Wealth Management
North Carolina
$13K +$12.8K +194 New
LFG
1123
Larson Financial Group
Missouri
$13K +$13.9K +210 New
CAL
1124
Capital Advisors Ltd
Ohio
$12K +$66 +1 +0.5%
WWM
1125
Wolff Wiese Magana
California
$12K +$2.65K +40 +28%