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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1851
Bay Harbor Wealth Management
Maryland
$9K -$27.4K -540 -77%
MCM
1852
Manchester Capital Management
Vermont
$9K -$24.3K -480 -74%
CYG
1853
Clean Yield Group
Vermont
$9K
LWA
1854
Lowe Wealth Advisors
Maryland
$9K
FPFS
1855
First Personal Financial Services
North Carolina
$9K +$8.11K +160 New
PCA
1856
Peddock Capital Advisors
Massachusetts
$9K +$8.11K +160 New
IF
1857
Ironwood Financial
Arizona
$8K
TJHA
1858
Thomas J. Herzfeld Advisors
Florida
$8K
MA
1859
MUFG Americas
New York
$8K +$6.08K +120 +400%
GLLW
1860
Graves Light Lenhart Wealth
Virginia
$8K +$7.61K +150 New
ARMC
1861
American Research & Management Company
Massachusetts
$6K
EWM
1862
Endurance Wealth Management
Rhode Island
$6K
TCM
1863
Tradewinds Capital Management
Washington
$6K
RA
1864
Resolute Advisors
California
$6K +$5.58K +110 New
PA
1865
Perennial Advisors
New York
$6K +$6.08K +120 New
BCH
1866
Berkshire Capital Holdings
California
$5K
CIM
1867
Contravisory Investment Management
Massachusetts
$5K
HCP
1868
Hexagon Capital Partners
Arkansas
$5K
PP
1869
Pacifica Partners
Canada
$5K
SNT
1870
Security National Trust
West Virginia
$5K
SCA
1871
Stuart Chaussee & Associates
California
$5K
BEI
1872
Benjamin Edwards Inc
Missouri
$4K
HS
1873
Horan Securities
United States
$3K -$2.03K -40 -44%
CWM
1874
Cranbrook Wealth Management
Michigan
$3K
KIG
1875
Kessler Investment Group
Indiana
$3K