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Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
601
Global Wealth Management Investment Advisory
Florida
$14K
VNA
602
Valley National Advisers
Pennsylvania
$13K -$85.8K -2,124 -87%
CBT
603
Central Bank & Trust
Kentucky
$13K -$17.6K -436 -58%
BAM
604
Bellevue Asset Management
Washington
$12K
FANJ
605
Financial Architects (New Jersey)
New Jersey
$12K
GC
606
Grace Capital
Massachusetts
$12K
HDIM
607
Hanson & Doremus Investment Management
Vermont
$12K
KPW
608
Kore Private Wealth
New York
$12K
LF
609
Lee Financial
Texas
$12K +$12.1K +300 New
PA
610
Procyon Advisors
Connecticut
$11K
VRM
611
Vectors Research Management
New York
$11K
FCB
612
First Command Bank
Texas
$10K
FCFS
613
First Command Financial Services
Texas
$10K
SIS
614
Sound Income Strategies
Florida
$10K +$364 +9 +4%
RWA
615
Ropes Wealth Advisors
Massachusetts
$9K
CAGAS
616
Capital Advisory Group Advisory Services
Minnesota
$8K
EARNEST Partners
617
EARNEST Partners
Georgia
$8K
WTC
618
WhitTier Trust Company
Nevada
$8K
TFO
619
Tarbox Family Office
California
$8K +$3.03K +75 +65%
CI
620
CX Institutional
Indiana
$7K -$162 -4 -2%
SLF
621
Sun Life Financial
Ontario, Canada
$7K -$40 -1 -0.5%
FFC
622
First Financial Corp
Indiana
$6K -$235K -5,824 -97%
BFC
623
Bedel Financial Consulting
Indiana
$6K -$12.1K -300 -67%
JWA
624
JFS Wealth Advisors
Pennsylvania
$6K
OIA
625
Optimum Investment Advisors
Illinois
$6K