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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1051
Cranbrook Wealth Management
Michigan
$52K -$9.34K -1,880 -15%
DSN
1052
D. Scott Neal
Kentucky
$51K -$23.6K -4,760 -31%
DAM
1053
Delta Asset Management
Tennessee
$50K +$1.79K +360 +4%
BL
1054
Balentine LLC
Georgia
$49K -$1.19K -240 -2%
BAM
1055
Barrett Asset Management
New York
$48K
SIAP
1056
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$48K
ME
1057
McIlrath & Eck
Washington
$46K +$47.1K +9,480 New
MWM
1058
MinichMacGregor Wealth Management
New York
$45K -$1.19K -240 -2%
WAP
1059
Wealthcare Advisory Partners
Pennsylvania
$45K +$15.9K +3,200 +53%
TFO
1060
Tarbox Family Office
California
$44K
UOTTAIMCU
1061
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$44K +$44.9K +9,040 New
SWP
1062
Strategic Wealth Partners
Ohio
$42K +$39.7K +8,000 New
BWM
1063
Baystate Wealth Management
Massachusetts
$40K
GAM
1064
Gemmer Asset Management
California
$40K +$9.93K +2,000 +31%
CPP
1065
Crow Point Partners
Massachusetts
$39K -$643K -129,440 -94%
SBL
1066
Sargent Bickham Lagudis
Colorado
$39K
AIM
1067
Arcadia Investment Management
Michigan
$38K
EWM
1068
Edge Wealth Management
New York
$37K
TL
1069
TrueWealth LLC
Georgia
$37K +$37.9K +7,640 New
GI
1070
Gradient Investments
Minnesota
$37K +$38.1K +7,680 New
RFWA
1071
RPg Family Wealth Advisory
Massachusetts
$36.6K -$35.4K -7,120 -49%
ATC
1072
Adirondack Trust Company
New York
$35K +$1.99K +400 +6%
TFS
1073
TrustCore Financial Services
Tennessee
$35K +$36K +7,240 New
JFA
1074
JNBA Financial Advisors
Minnesota
$34K
WB
1075
Webster Bank
Connecticut
$34K +$29.2K +5,880 +490%