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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
901
West Branch Capital
Massachusetts
$114K +$109K +1,000 New
ADL
902
Asset Dedication LLC
California
$113K – – –
SCA
903
Stonebridge Capital Advisors
Minnesota
$108K +$13.1K +120 +15%
HMS
904
Hanseatic Management Services
New Mexico
$107K +$6.67K +61 +7%
CHC
905
City Holding Co
West Virginia
$106K -$3.28K -30 -4%
AF
906
Allworth Financial
California
$101K +$37.7K +345 +64%
SWA
907
SOA Wealth Advisors
New York
$97K -$30.4K -278 -25%
1IA
908
1834 Investment Advisors
Wisconsin
$97K -$8.2K -75 -8%
HC
909
Hoese & Co
Minnesota
$97K – – –
PO
910
Private Ocean
California
$97K – – –
CFFP
911
Center for Financial Planning
Michigan
$94K +$2.4K +22 +3%
TCM
912
Tradewinds Capital Management
Washington
$91K -$7.65K -70 -8%
LAS
913
Lloyd Advisory Services
Georgia
$89K +$53K +485 +163%
BWA
914
BDO Wealth Advisors
Florida
$88K – – –
LWANC
915
Laurel Wealth Advisors (North Carolina)
North Carolina
$87K – – –
FAG
916
Fortitude Advisory Group
Washington
$87K +$83.1K +760 New
IBOK
917
Independence Bank of Kentucky
Kentucky
$84K – – –
RBC
918
Roble Belko & Company
Pennsylvania
$82K +$219 +2 +0.3%
CNBTD
919
Citizens National Bank Trust Department
Mississippi
$80K -$216K -1,975 -74%
ETC
920
Exchange Traded Concepts
Oklahoma
$80K -$43.6K -399 -36%
LF
921
Lee Financial
Texas
$78K -$3.94K -36 -5%
AA
922
Ancora Advisors
Ohio
$76K – – –
NSB
923
Norway Savings Bank
Maine
$74K – – –
MPWT
924
MassMutual Private Wealth & Trust
Connecticut
$74K +$1.09K +10 +2%
PA
925
PSI Advisors
Florida
$73K -$33.6K -307 -32%