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Name Holding Trade Value Shares
Change
Change in
Stake
BC
1026
Bartlett & Co
Ohio
$22K +$18K +147 New
BCWM
1027
Bartlett & Co Wealth Management
Ohio
$21.9K +$18K +147 New
WTA
1028
Washington Trust Advisors
Massachusetts
$20K
HDIM
1029
Hanson & Doremus Investment Management
Vermont
$19K -$6.63K -54 -30%
TFO
1030
Tarbox Family Office
California
$17K -$9.2K -75 -39%
SWM
1031
Selective Wealth Management
Virginia
$17K
FHA
1032
First Horizon Advisors
Tennessee
$16K -$39K -318 -74%
KPCM
1033
Kings Point Capital Management
New York
$16K -$20.9K -170 -61%
TWM
1034
Tradition Wealth Management
Minnesota
$16K -$2.45K -20 -16%
CWM
1035
Cedar Wealth Management
California
$15K
HNWAG
1036
High Net Worth Advisory Group
Florida
$15K
OIA
1037
Optimum Investment Advisors
Illinois
$15K
MCM
1038
MV Capital Management
Maryland
$15K +$1.23K +10 +11%
LD
1039
Lipe & Dalton
New York
$15K +$12.3K +100 New
SPWM
1040
Spartan Planning & Wealth Management
North Carolina
$15K +$12.3K +100 New
KFP
1041
KB Financial Partners
New Jersey
$13K
SMG
1042
Spectrum Management Group
Indiana
$13K
NFSG
1043
Newbridge Financial Services Group
Florida
$12K -$47.6K -388 -83%
ME
1044
McIlrath & Eck
Washington
$12K
ACM
1045
Antonetti Capital Management
Florida
$12K +$7.36K +60 +300%
BCMLT
1046
Beacon Capital Management LLC (Tennessee)
Tennessee
$12K +$10.3K +84 New
MSFP
1047
Mark Sheptoff Financial Planning
Connecticut
$11K -$9.08K -74 -49%
Macquarie Group
1048
Macquarie Group
Australia
$10.6K -$383K -3,124 -4%
IFAM
1049
Institutional & Family Asset Management
Colorado
$10K -$123 -1 -2%
SC
1050
Solstein Capital
California
$10K