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Name Holding Trade Value Shares
Change
Change in
Stake
BTD
1101
BankPlus Trust Department
Mississippi
$103K – – –
CPG
1102
Cornerstone Planning Group
New Jersey
$102K +$24.2K +308 +31%
HBW
1103
Hazlett, Burt & Watson
West Virginia
$98K -$18.7K -238 -17%
BSB
1104
Bangor Savings Bank
Maine
$97K – – –
AGWCA
1105
Annis Gardner Whiting Capital Advisors
Florida
$91.3K -$2.44K -31 -3%
CAL
1106
Capital Advisors Ltd
Ohio
$91K – – –
VCM
1107
Versant Capital Management
Arizona
$87.6K -$39.9K -507 -32%
TIM
1108
Tortoise Investment Management
New York
$86.8K -$708 -9 -0.8%
SIC
1109
SJS Investment Consulting
Ohio
$86.2K +$15K +190 +22%
MSFP
1110
Mark Sheptoff Financial Planning
Connecticut
$83.9K – – –
BOJHT
1111
Bank of Jackson Hole Trust
Wyoming
$82.7K – – –
RAM
1112
Ramirez Asset Management
New York
$82.4K – – –
OC
1113
Oakworth Capital
Alabama
$80.5K – – –
SSG
1114
Summit Securities Group
New York
$80K +$46.5K +591 +156%
SN
1115
Sittner & Nelson
Oregon
$79.1K – – –
SGK
1116
Steigerwald Gordon & Koch
Virginia
$75.3K +$71.9K +914 New
ATS
1117
Ashton Thomas Securities
New York
$74.8K +$71.5K +908 New
KFA
1118
Kelleher Financial Advisors
New York
$71.5K +$68.3K +868 New
CCM
1119
Cloud Capital Management
Washington
$71K +$68.4K +869 New
DI
1120
DAGCO Inc
Ohio
$70.9K +$472 +6 +0.7%
HIA
1121
Harbor Investment Advisory
Maryland
$65.4K +$21.7K +276 +53%
CFFP
1122
Center for Financial Planning
Michigan
$64.1K +$6.37K +81 +12%
TC
1123
Tacita Capital
Ontario, Canada
$63.8K +$19.7K +250 +48%
BWL
1124
Bogart Wealth LLC
Virginia
$62.4K -$6.28M -79,843 -99%
SWA
1125
SOA Wealth Advisors
New York
$61.3K +$15.9K +202 +37%