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Name Holding Trade Value Shares
Change
Change in
Stake
AIP
1851
Almanack Investment Partners
Pennsylvania
$139K +$5.77K +30 +4%
SC
1852
Sawyer & Company
Massachusetts
$138K +$135K +700 New
BBPWM
1853
Blue Bell Private Wealth Management
Pennsylvania
$135K – – –
KA
1854
Kaizen Advisory
Illinois
$135K +$132K +684 New
JWA
1855
JFS Wealth Advisors
Pennsylvania
$132K +$17.3K +90 +15%
WWM
1856
Willingdon Wealth Management
North Carolina
$130K +$11.5K +60 +10%
GWS
1857
Glassman Wealth Services
Virginia
$128K +$40.2K +209 +48%
VCM
1858
Virtue Capital Management
Tennessee
$127K +$124K +643 New
JCM
1859
Jacobi Capital Management
Pennsylvania
$123K +$192 +1 +0.2%
HCM
1860
Horan Capital Management
Maryland
$123K +$121K +628 New
PCM
1861
Poehling Capital Management
Wisconsin
$121K +$119K +616 New
NL
1862
NVWM LLC
Pennsylvania
$118K +$115K +599 New
CHP
1863
Cable Hill Partners
Oregon
$117K -$12.1K -63 -10%
LWA
1864
Lenox Wealth Advisors
New York
$116K +$112K +584 +14,600%
DOA
1865
D'Orazio & Associates
Virginia
$115K – – –
DPA
1866
Delphi Private Advisors
California
$113K – – –
CP
1867
Corbenic Partners
Pennsylvania
$113K +$385 +2 +0.3%
PCP
1868
Proficio Capital Partners
Massachusetts
$113K +$39.6K +206 +56%
GAM
1869
Gemmer Asset Management
California
$110K +$5K +26 +5%
MBT
1870
Monroe Bank & Trust
Michigan
$106K +$104K +538 New
HWP
1871
Hefty Wealth Partners
Indiana
$104K – – –
PCA
1872
Providence Capital Advisors
North Carolina
$98K +$96K +499 New
AWA
1873
Acorn Wealth Advisors
Michigan
$95K +$90.4K +470 New
CAC
1874
Certified Advisory Corp
Florida
$95K +$93.1K +484 New
SAM
1875
Solaris Asset Management
New York
$94K – – –