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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
526
CVA Family Office
Colorado
$3K +$2.32K +80 New
BFA
527
Brendel Financial Advisors
New Hampshire
$3K +$2.9K +100 New
EWM
528
Evermay Wealth Management
Virginia
$3K +$2.9K +100 New
HR
529
Howe & Rusling
New York
$2K -$23.9K -825 -93%
WTC
530
WhitTier Trust Company
Nevada
$2K -$2.61K -90 -64%
AA
531
Ancora Advisors
Ohio
$2K – – –
JWM
532
Janiczek Wealth Management
Colorado
$2K – – –
RIM
533
Rockbridge Investment Management
New York
$2K – – –
VCM
534
Versant Capital Management
Arizona
$2K – – –
BWM
535
BerganKDV Wealth Management
Minnesota
$2K +$1.28K +44 New
PGWM
536
Parisi Gray Wealth Management
New Jersey
$2K +$1.31K +45 New
HWM
537
HighMark Wealth Management
Minnesota
$2K +$1.45K +50 New
HWMA
538
Heritage Wealth Management (Arizona)
Arizona
$2K +$1.97K +68 New
LWCFA
539
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2.03K +70 New
CWA
540
Carolina Wealth Advisors
South Carolina
$1K – – –
HI
541
Hudock Inc
Pennsylvania
$1K – – –
MA
542
MCF Advisors
Kentucky
$1K – – –
MAWCM
543
Mine & Arao Wealth Creation & Management
California
$1K – – –
TCOV
544
Trust Company of Vermont
Vermont
$1K – – –
WT
545
Washington Trust
Rhode Island
$1K – – –
SIS
546
Sound Income Strategies
Florida
$1K +$464 +16 New
TCA
547
Tortoise Capital Advisors
Kansas
$1K +$696 +24 New
PWM
548
Prentice Wealth Management
New York
$1K +$725 +25 New
WAS
549
Winch Advisory Services
Wisconsin
$1K +$899 +31 New
BAM
550
Bellevue Asset Management
Washington
$1K +$1.01K +35 New
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