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Name Holding Trade Value Shares
Change
Change in
Stake
APWM
3376
Atlas Private Wealth Management
New York
$284K +$292K +6,520 New
Orgel Wealth Management
3377
Orgel Wealth Management
Wisconsin
$283K +$292K +6,510 New
CA
3378
Corrado Advisors
New Jersey
$282K +$291K +6,490 New
ACA
3379
Affinity Capital Advisors
California
$282K +$290K +6,480 New
PCM
3380
Pointe Capital Management
Michigan
$282K -$1.79K -40 -0.6%
ICM
3381
Islay Capital Management
Texas
$281K – – –
PSFG
3382
Prairie Sky Financial Group
Illinois
$279K – – –
WA
3383
WealthTrust Axiom
Pennsylvania
$279K -$35.8K -800 -11%
RCYC
3384
Richard C. Young & Co
Rhode Island
$278K +$286K +6,380 New
GS
3385
Gagnon Securities
New York
$277K +$448 +10 +0.2%
RDFA
3386
Ritter Daniher Financial Advisory
Ohio
$276K +$46.6K +1,040 +20%
IFAM
3387
Institutional & Family Asset Management
Colorado
$276K -$8.96K -200 -3%
KWA
3388
Kellett Wealth Advisors
Ohio
$276K +$285K +6,350 New
CH
3389
Canton Hathaway
Rhode Island
$276K +$65K +1,450 +30%
MLA
3390
MB, Levis & Associates
Pennsylvania
$276K – – –
HDIM
3391
Hanson & Doremus Investment Management
Vermont
$275K +$14.8K +330 +6%
Chilton Investment Company
3392
Chilton Investment Company
Connecticut
$274K +$35.8K +800 +15%
IF
3393
Ironwood Financial
Arizona
$274K +$282K +6,290 New
AFG
3394
Allegheny Financial Group
Pennsylvania
$272K +$280K +6,250 New
WWMSC
3395
Wagner Wealth Management (South Carolina)
South Carolina
$272K +$280K +6,250 New
MF
3396
Montis Financial
Massachusetts
$272K +$44.8K +1,000 +19%
CWAF
3397
Core Wealth Advisors (Florida)
Florida
$271K – – –
HIF
3398
Hill Island Financial
Michigan
$271K – – –
IAS
3399
Investment Advisory Services
Texas
$271K +$55.1K +1,230 +25%
OGF
3400
Orin Green Financial
California
$271K -$21.1K -470 -7%