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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
501
Center for Financial Planning
Michigan
$11K – – –
CHC
502
City Holding Co
West Virginia
$11K +$10.3K +280 +127%
CTC (Chicago Trading Company)
503
CTC (Chicago Trading Company)
Illinois
$10.3K -$8.38K -228 -41%
VNA
504
Valley National Advisers
Pennsylvania
$10K -$18.4K -500 -63%
DWA
505
Delos Wealth Advisors
Texas
$10K – – –
HI
506
Hudock Inc
Pennsylvania
$10K – – –
ME
507
McIlrath & Eck
Washington
$10K – – –
CSB
508
City State Bank
Iowa
$10K +$11K +300 New
SFCL
509
Strengthening Families & Communities LLC
Massachusetts
$10K +$11.7K +319 New
GFPC
510
Global Financial Private Client
Florida
$9.5K – – –
ADL
511
Asset Dedication LLC
California
$9K -$18.4K -500 -68%
BBPWM
512
Blue Bell Private Wealth Management
Pennsylvania
$9K +$10.7K +290 New
RE
513
RBC Europe
United Kingdom
$8K -$114K -3,107 -93%
MCM
514
MV Capital Management
Maryland
$8K -$9.19K -250 -50%
BBHC
515
Brown Brothers Harriman & Co
New York
$8K -$1.73K -47 -17%
CWM
516
Cedar Wealth Management
California
$8K +$8.82K +240 New
FFWM
517
Future Financial Wealth Management
Ohio
$8K +$9.19K +250 New
MFC
518
Mechanics Financial Corp
Ohio
$8K +$9.19K +250 New
CMA
519
Cedar Mountain Advisors
Oregon
$7K – – –
CA
520
Clearstead Advisors
Ohio
$7K – – –
LWANC
521
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
SWM
522
Selective Wealth Management
Virginia
$7K – – –
PO
523
Private Ocean
California
$7K +$7.72K +210 New
HPC
524
HM Payson & Co
Maine
$6K -$38.6K -1,050 -84%
HIA
525
Harbor Investment Advisory
Maryland
$6K -$7.35K -200 -51%