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Name Holding Trade Value Shares
Change
Change in
Stake
NIC
1026
Northwest Investment Counselors
Oregon
$22K -$1.23K -10 -6%
GGI
1027
Godsey & Gibb Inc
Virginia
$22K – – –
BC
1028
Bartlett & Co
Ohio
$22K +$18K +147 New
BCWM
1029
Bartlett & Co Wealth Management
Ohio
$21.9K +$18K +147 New
WTA
1030
Washington Trust Advisors
Massachusetts
$20K – – –
HDIM
1031
Hanson & Doremus Investment Management
Vermont
$19K -$6.63K -54 -30%
TFO
1032
Tarbox Family Office
California
$17K -$9.2K -75 -39%
SWM
1033
Selective Wealth Management
Virginia
$17K – – –
FHA
1034
First Horizon Advisors
Tennessee
$16K -$39K -318 -74%
KPCM
1035
Kings Point Capital Management
New York
$16K -$20.9K -170 -61%
TWM
1036
Tradition Wealth Management
Minnesota
$16K -$2.45K -20 -16%
CWM
1037
Cedar Wealth Management
California
$15K – – –
HNWAG
1038
High Net Worth Advisory Group
Florida
$15K – – –
OIA
1039
Optimum Investment Advisors
Illinois
$15K – – –
MCM
1040
MV Capital Management
Maryland
$15K +$1.23K +10 +11%
LD
1041
Lipe & Dalton
New York
$15K +$12.3K +100 New
SPWM
1042
Spartan Planning & Wealth Management
North Carolina
$15K +$12.3K +100 New
AWA
1043
Aaron Wealth Advisors
Illinois
$13.7K +$11.3K +92 New
KFP
1044
KB Financial Partners
New Jersey
$13K – – –
SMG
1045
Spectrum Management Group
Indiana
$13K – – –
NFSG
1046
Newbridge Financial Services Group
Florida
$12K -$47.6K -388 -83%
ME
1047
McIlrath & Eck
Washington
$12K – – –
ACM
1048
Antonetti Capital Management
Florida
$12K +$7.36K +60 +300%
BCMLT
1049
Beacon Capital Management LLC (Tennessee)
Tennessee
$12K +$10.3K +84 New
MSFP
1050
Mark Sheptoff Financial Planning
Connecticut
$11K -$9.08K -74 -49%