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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1276
Focused Wealth Management
New York
$19K
TWMP
1277
Taylor Wealth Management Partners
Massachusetts
$19K
IP
1278
Isthmus Partners
Wisconsin
$17K
TDC
1279
Thompson Davis & Co
Virginia
$17K
GWS
1280
Glassman Wealth Services
Virginia
$17K +$16.3K +318 +1,445%
PK
1281
Pflug Koory
Nebraska
$17K +$17.4K +340 New
ANBT
1282
American National Bank & Trust
Texas
$16K
HIIFS
1283
Harel Insurance Investments & Financial Services
Israel
$16K
PCM
1284
Penserra Capital Management
California
$16K +$3.39K +66 +25%
MAM
1285
Magellan Asset Management
Australia
$16K +$16.1K +313 New
WAS
1286
WESPAC Advisors SoCal
California
$15.2K
LYV
1287
Live Your Vision
Pennsylvania
$15K
NSB
1288
Norway Savings Bank
Maine
$15K +$15.4K +300 New
FAN
1289
Financial Advisors Network
California
$12.9K +$12.5K +243 New
PRS
1290
Pinkerton Retirement Specialists
Idaho
$12K -$718 -14 -6%
MWM
1291
MinichMacGregor Wealth Management
New York
$12K -$103 -2 -0.8%
GBBWRPM
1292
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$12K
IWA
1293
IBEX Wealth Advisors
New Jersey
$11K -$1.5M -29,271 -99%
CFA
1294
CT Financial Advisors
Pennsylvania
$10.8K
HWM
1295
Holloway Wealth Management
Florida
$10K
SAM
1296
Shamrock Asset Management
Texas
$10K
SFPIA
1297
Stevens First Principles Investment Advisors
California
$10K
MUS
1298
Mitsubishi UFJ Securities
Japan
$9K +$9.23K +180 New
BCM
1299
Blume Capital Management
California
$5K
FPB
1300
First PREMIER Bank
South Dakota
$5K