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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2126
Mascoma Wealth Management
New Hampshire
$115K +$107K +712 New
PWA
2127
Phoenix Wealth Advisors
North Carolina
$114K – – –
1832 Asset Management
2128
1832 Asset Management
Ontario, Canada
$113K -$5.66M -37,814 -98%
ADIM
2129
Alpha DNA Investment Management
Maryland
$113K -$6.29K -42 -6%
MAM
2130
Marquette Asset Management
Minnesota
$112K – – –
HRC
2131
Hoertkorn Richard Charles
$111K – – –
GRP
2132
Global Retirement Partners
California
$111K +$11.4K +76 +12%
HDIM
2133
Hanson & Doremus Investment Management
Vermont
$109K +$1.65K +11 +2%
SAS
2134
Stelac Advisory Services
New York
$106K -$36.2K -242 -27%
CWA
2135
Carolina Wealth Advisors
South Carolina
$106K – – –
JGIA
2136
Jackson Grant Investment Advisers
Connecticut
$105K +$449 +3 +0.5%
MF
2137
Manchester Financial
California
$103K -$7.93K -53 -8%
RG
2138
Retirement Group
California
$102K +$150 +1 +0.2%
SFP
2139
Sterling Financial Planning
New Jersey
$99K -$7.04K -47 -7%
LWA
2140
Lenox Wealth Advisors
New York
$97K -$102K -684 -53%
GEA
2141
Glen Eagle Advisors
New Jersey
$96.7K +$13.3K +89 +17%
APWM
2142
Atlas Private Wealth Management
New York
$96K – – –
CMA
2143
Cedar Mountain Advisors
Oregon
$96K – – –
SC
2144
Skylands Capital
Wisconsin
$96K – – –
LCS
2145
Levin Capital Strategies
New York
$96K +$89.5K +598 New
PCM
2146
Pinz Capital Management
New York
$96K +$89.5K +598 New
GAM
2147
Gemmer Asset Management
California
$93K – – –
FMB
2148
Field & Main Bank
Kentucky
$92K +$4.49K +30 +6%
TCWA
2149
Ten Capital Wealth Advisors
Washington
$88K – – –
HFA
2150
Hoover Financial Advisors
Pennsylvania
$86K -$7.93K -53 -10%