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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1251
Manchester Capital Management
Vermont
$17K – – –
LWA
1252
Lowe Wealth Advisors
Maryland
$16K -$10.2K -300 -42%
VCM
1253
Versant Capital Management
Arizona
$16K – – –
MSFP
1254
Mark Sheptoff Financial Planning
Connecticut
$12K +$10.2K +300 New
MFW
1255
Mosaic Family Wealth
Missouri
$12K +$10.2K +300 New
BCP
1256
Blackhawk Capital Partners
Wisconsin
$10K – – –
FA
1257
Fortis Advisors
Pennsylvania
$10K – – –
PG
1258
Patten Group
Tennessee
$9K – – –
IAS
1259
IMA Advisory Services
Colorado
$9K +$7.5K +220 New
HT
1260
Heritage Trust
Oklahoma
$9K +$7.84K +230 New
IF
1261
Ironwood Financial
Arizona
$8K +$6.82K +200 New
WWM
1262
Willingdon Wealth Management
North Carolina
$8K +$7.16K +210 New
MWM
1263
MinichMacGregor Wealth Management
New York
$7K -$10.2K -300 -60%
EA
1264
Edge Advisors
Georgia
$7K – – –
OWA
1265
One Wealth Advisors
California
$7K – – –
HR
1266
Howe & Rusling
New York
$7K +$6.48K +190 New
JWM
1267
Janiczek Wealth Management
Colorado
$7K +$6.48K +190 New
CWM
1268
Catamount Wealth Management
Connecticut
$7K +$6.82K +200 New
CFG
1269
Citizens Financial Group
Rhode Island
$6K – – –
PA
1270
Perennial Advisors
New York
$5K – – –
ARMC
1271
American Research & Management Company
Massachusetts
$4K – – –
DBT
1272
Dubuque Bank & Trust
Iowa
$4K – – –
KTC
1273
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
LFG
1274
LifePlan Financial Group
Ohio
$4K – – –
MPPLM
1275
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4K – – –