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Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
1626
Annis Gardner Whiting Capital Advisors
Florida
$119K +$131K +1,524 New
BWAM
1627
Boyd Watterson Asset Management
Ohio
$119K -$3.61K -42 -3%
CAM
1628
Chesapeake Asset Management
New York
$118K +$12.3K +143 +10%
CAL
1629
Capital Advisors Ltd
Ohio
$115K -$6.01K -70 -5%
CWM
1630
Compass Wealth Management
Connecticut
$113K -$41.7K -486 -25%
FCG
1631
Financial Connections Group
California
$113K – – –
Loomis, Sayles & Company
1632
Loomis, Sayles & Company
Massachusetts
$112K +$10.6K +124 +9%
AI
1633
AXS Investments
New York
$111K -$26.3K -306 -18%
NF
1634
Norwood Financial
Pennsylvania
$111K – – –
CHA
1635
Carmichael Hill & Associates
Maryland
$109K -$2.15K -25 -2%
BONH
1636
Bank of New Hampshire
New Hampshire
$108K -$54.8K -638 -32%
MSFP
1637
Mark Sheptoff Financial Planning
Connecticut
$107K – – –
SIS
1638
Strategic Investment Solutions
Illinois
$103K +$103K +1,196 New
SIC
1639
SJS Investment Consulting
Ohio
$102K +$10.8K +126 +11%
PCTC
1640
Perkins Coie Trust Company
Washington
$102K +$42.7K +497 +62%
SL
1641
Salomon & Ludwin
Virginia
$102K +$112K +1,301 New
OIA
1642
Optimum Investment Advisors
Illinois
$102K +$86 +1 +0.1%
GJIA
1643
Glass Jacobson Investment Advisors
Maryland
$98.1K – – –
PWMA
1644
Pension & Wealth Management Advisors
Massachusetts
$95.8K +$172 +2 +0.2%
YDMI
1645
Y.D. More Investments
Israel
$95.1K – – –
HCM
1646
Highlander Capital Management
New Jersey
$94K – – –
EWA
1647
EverSource Wealth Advisors
Alabama
$93.6K -$10K -117 -9%
FCA
1648
FinTrust Capital Advisors
South Carolina
$92.5K -$16.4K -191 -14%
Legacy Financial Group (Iowa)
1649
Legacy Financial Group (Iowa)
Iowa
$89.7K +$98.4K +1,146 New
CA
1650
Centerpoint Advisors
Massachusetts
$89K -$5.15K -60 -5%