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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1876
Perennial Advisors
New York
$6K – – –
EBSAM
1877
Eubel Brady & Suttman Asset Management
Ohio
$6K +$5.62K +110 New
FPW
1878
Flagship Private Wealth
Massachusetts
$5.89K -$24.5K -480 -81%
BCH
1879
Berkshire Capital Holdings
California
$5K – – –
CIM
1880
Contravisory Investment Management
Massachusetts
$5K – – –
PCTC
1881
Perkins Coie Trust Company
Washington
$5K +$1.53K +30 +50%
BEI
1882
Benjamin Edwards Inc
Missouri
$4K – – –
CWM
1883
Cranbrook Wealth Management
Michigan
$3K -$1.02K -20 -29%
KIG
1884
Kessler Investment Group
Indiana
$3K – – –
MFT
1885
Moisand Fitzgerald Tamayo
Florida
$3K – – –
PGAM
1886
Princeton Global Asset Management
New Jersey
$3K – – –
RBC
1887
Roble Belko & Company
Pennsylvania
$3K – – –
CT
1888
Clearstead Trust
Maine
$3K +$3.07K +60 New
WA
1889
WestEnd Advisors
North Carolina
$2.11K – – –
BCA
1890
Bray Capital Advisors
Florida
$2K – – –
HS
1891
Horan Securities
United States
$2K – – –
LAS
1892
Lloyd Advisory Services
Georgia
$2K – – –
DCM
1893
Davidson Capital Management
Texas
$2K +$511 +10 +33%
AIA
1894
Arcadia Investment Advisors
Idaho
$1.58K +$1.53K +30 New
MSFP
1895
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
PSIWM
1896
Paradigm Strategies in Wealth Management
Minnesota
$1K – – –
UFF
1897
USA Financial Formulas
Michigan
$1K +$511 +10 New
FP
1898
Financial Perspectives
Minnesota
$528 – – –
LPC
1899
Lone Pine Capital
Connecticut
– -$954M -18,281,200 Closed
DCP
1900
D1 Capital Partners
New York
– -$491M -9,420,000 Closed