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Name Holding Trade Value Shares
Change
Change in
Stake
GIS
1801
Grayhawk Investment Strategies
Alberta, Canada
$6.59K – – –
NECFA
1802
New England Capital Financial Advisors
Connecticut
$6.53K -$1.56K -20 -17%
CAM
1803
Creekmur Asset Management
Illinois
$6.53K +$7.79K +100 New
GWS
1804
Greykasell Wealth Strategies
California
$6.53K +$7.79K +100 New
IAG
1805
Innovative Advisory Group
Massachusetts
$6.53K +$7.79K +100 New
PCTC
1806
Perkins Coie Trust Company
Washington
$6.53K +$7.79K +100 New
SFGP
1807
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$6.07K +$935 +12 +15%
UCB
1808
United Community Bank
South Carolina
$6K +$7.17K +92 New
T
1809
Tidemark
California
$5.81K – – –
SIC
1810
SJS Investment Consulting
Ohio
$5.81K +$467 +6 +7%
BDPWM
1811
Barnes Dennig Private Wealth Management
Ohio
$5.74K +$6.86K +88 New
SHIM
1812
Stone House Investment Management
Pennsylvania
$5.74K +$6.86K +88 New
SIM
1813
Synergy Investment Management
Florida
$5.55K – – –
DCM
1814
Davis Capital Management
Florida
$5.48K – – –
NL
1815
NVWM LLC
Pennsylvania
$5.42K +$779 +10 +14%
HWM
1816
HighMark Wealth Management
Minnesota
$5.22K – – –
AT
1817
Arlington Trust
Alabama
$5.22K +$6.23K +80 New
GFPC
1818
Global Financial Private Client
Florida
$4.7K -$99.1K -1,272 -95%
CVM
1819
Cheviot Value Management
California
$4.66K +$5.3K +68 New
ACM
1820
Anfield Capital Management
California
$4.57K – – –
HWA
1821
Heritage Wealth Advisors
Virginia
$4.24K -$4.83K -62 -49%
CAWM
1822
Capital A Wealth Management
Pennsylvania
$4.11K – – –
LWA
1823
Lowe Wealth Advisors
Maryland
$4.11K – – –
CMP
1824
Coston McIsaac & Partners
Maine
$4K – – –
FCG
1825
Financial Connections Group
California
$4K +$5.45K +70 New