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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1251
Lowe Wealth Advisors
Maryland
$16K -$10.2K -300 -42%
VCM
1252
Versant Capital Management
Arizona
$16K
MSFP
1253
Mark Sheptoff Financial Planning
Connecticut
$12K +$10.2K +300 New
MFW
1254
Mosaic Family Wealth
Missouri
$12K +$10.2K +300 New
BCP
1255
Blackhawk Capital Partners
Wisconsin
$10K
FA
1256
Fortis Advisors
Pennsylvania
$10K
PG
1257
Patten Group
Tennessee
$9K
IAS
1258
IMA Advisory Services
Colorado
$9K +$7.5K +220 New
HT
1259
Heritage Trust
Oklahoma
$9K +$7.84K +230 New
IF
1260
Ironwood Financial
Arizona
$8K +$6.82K +200 New
WWM
1261
Willingdon Wealth Management
North Carolina
$8K +$7.16K +210 New
MWM
1262
MinichMacGregor Wealth Management
New York
$7K -$10.2K -300 -60%
EA
1263
Edge Advisors
Georgia
$7K
OWA
1264
One Wealth Advisors
California
$7K
HR
1265
Howe & Rusling
New York
$7K +$6.48K +190 New
JWM
1266
Janiczek Wealth Management
Colorado
$7K +$6.48K +190 New
CWM
1267
Catamount Wealth Management
Connecticut
$7K +$6.82K +200 New
CFG
1268
Citizens Financial Group
Rhode Island
$6K
PA
1269
Perennial Advisors
New York
$5K
ARMC
1270
American Research & Management Company
Massachusetts
$4K
DBT
1271
Dubuque Bank & Trust
Iowa
$4K
KTC
1272
Kistler-Tiffany Companies
Pennsylvania
$4K
LFG
1273
LifePlan Financial Group
Ohio
$4K
MPPLM
1274
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4K
MIM
1275
Macroview Investment Management
Maryland
$4K +$1.36K +40 +80%