Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2576
Arcadia Investment Management
Michigan
$94.5K – – –
WA
2577
Whipplewood Advisors
Colorado
$92.8K -$8.09K -347 -8%
GWS
2578
Greykasell Wealth Strategies
California
$92K +$23.4K +1,005 +36%
SFFS
2579
Stonehage Fleming Financial Services
Jersey
$90.5K – – –
TCA
2580
Trifecta Capital Advisors
Illinois
$89.6K +$886 +38 +1%
FMP
2581
Financial Management Professionals
Texas
$89.3K -$13K -557 -13%
STB
2582
S&T Bank
Pennsylvania
$89K +$1.14K +49 +1%
WBC
2583
West Branch Capital
Massachusetts
$88.8K – – –
TIM
2584
Tortoise Investment Management
New York
$86.3K -$7.77K -333 -9%
CH
2585
Canton Hathaway
Rhode Island
$86K +$11.1K +475 +15%
FGA
2586
Fortis Group Advisors
New Jersey
$84.5K – – –
WWM
2587
Wolff Wiese Magana
California
$83.8K +$2.56K +110 +3%
BSC
2588
Brown Shipley & Co
United Kingdom
$82.3K -$46.4K -1,991 -37%
PP
2589
PFS Partners
New Jersey
$81.2K +$3.9K +167 +5%
RWM
2590
RMG Wealth Management
Wisconsin
$80K +$76.2K +3,269 New
ACA
2591
American Capital Advisory
Idaho
$79.7K +$14K +602 +22%
FG
2592
Fairman Group
Pennsylvania
$78.4K +$303 +13 +0.4%
CT
2593
Coastline Trust
Rhode Island
$77.6K – – –
CCM
2594
Carderock Capital Management
Maryland
$77.6K +$74.6K +3,200 New
T
2595
Tidemark
California
$77.4K +$1.19K +51 +2%
PWMG
2596
Private Wealth Management Group
New Jersey
$77.2K -$1.68K -72 -2%
FC
2597
Fairscale Capital
New Hampshire
$76.4K – – –
NRWA
2598
North Ridge Wealth Advisors
Oregon
$75.7K +$7K +300 +11%
BGA
2599
Battery Global Advisors
Massachusetts
$75.4K – – –
ACA
2600
Atlas Capital Advisors
Wyoming
$74.2K +$9.33K +400 +15%