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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
1251
Pathstone Family Office
New Jersey
$29K +$19.9K +350 +197%
HDIM
1252
Hanson & Doremus Investment Management
Vermont
$28K -$5.7K -100 -17%
KLI
1253
Kelman-Lazarov Inc
Tennessee
$27.8K +$28.5K +500 New
SRP
1254
Saddle Road Partners
Nebraska
$27K
WAS
1255
WESPAC Advisors SoCal
California
$26.1K -$16K -280 -37%
JIC
1256
Joel Isaacson & Co
New York
$26K
FWM
1257
Focused Wealth Management
New York
$24K -$1.42K -25 -6%
TDC
1258
Thompson Davis & Co
Virginia
$24K
RWG
1259
Regal Wealth Group
California
$22K
MRCM
1260
M&R Capital Management
New Jersey
$22K +$22.8K +400 New
AWM
1261
AllSquare Wealth Management
New York
$21K +$8.32K +146 +61%
IP
1262
Isthmus Partners
Wisconsin
$19K
ANBT
1263
American National Bank & Trust
Texas
$17K +$17.9K +315 New
RPG
1264
Risk Paradigm Group
Texas
$16.6K +$5.7K +100 +50%
WAS
1265
Winch Advisory Services
Wisconsin
$16K +$57 +1 +0.3%
WCM
1266
Wealthcare Capital Management
Virginia
$15K
TCM
1267
Tradewinds Capital Management
Washington
$14K +$1.71K +30 +13%
MWM
1268
MinichMacGregor Wealth Management
New York
$13K -$9.63K -169 -41%
OSNBOA
1269
Old Second National Bank of Aurora
Illinois
$13K
PRS
1270
Pinkerton Retirement Specialists
Idaho
$13K +$7.46K +131 +130%
RBC
1271
Roble Belko & Company
Pennsylvania
$12K -$5.36K -94 -30%
CWM
1272
Catamount Wealth Management
Connecticut
$12K -$4.84K -85 -28%
DPA
1273
Delphi Private Advisors
California
$12K +$1.42K +25 +13%
CFA
1274
CT Financial Advisors
Pennsylvania
$11.7K -$45.6K -800 -79%
GBBWRPM
1275
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K