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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
626
Blume Capital Management
California
$1.21K – – –
CBT
627
CoreFirst Bank & Trust
Kansas
$1.21K – – –
ITIM
628
Indiana Trust & Investment Management
Indiana
$1.21K +$1.17K +50 New
USB
629
Union Savings Bank
Connecticut
$1.21K – – –
CPG
630
Cornerstone Planning Group
New Jersey
$1.14K – – –
HI
631
Hoey Investments
Pennsylvania
$1.07K – – –
HFS
632
Hantz Financial Services
Michigan
$1K – – –
MFA
633
McClarren Financial Advisors
Pennsylvania
$1K – – –
TSW
634
Thompson Siegel & Walmsley
Virginia
$1K – – –
UIA
635
Ulland Investment Advisors
Minnesota
$1K – – –
WOC
636
West Oak Capital
California
$1K +$350 +15 +38%
SL
637
Salomon & Ludwin
Virginia
$995 +$957 +41 New
BHWM
638
Bay Harbor Wealth Management
Maryland
$971 – – –
CIA
639
Cape Investment Advisory
Georgia
$947 – – –
WWP
640
WR Wealth Planners
Missouri
$850 +$584 +25 +250%
AWM
641
AllSquare Wealth Management
New York
$826 – – –
PAI
642
Pittenger & Anderson Inc
Nebraska
$729 – – –
PPWM
643
PFG Private Wealth Management
Florida
$728 – – –
JWM
644
Janiczek Wealth Management
Colorado
$705 – – –
CCP
645
Carmel Capital Partners
California
$607 +$584 +25 New
HPC
646
HM Payson & Co
Maine
$535 +$514 +22 New
KFI
647
Key Financial Inc
Pennsylvania
$486 – – –
CHC
648
City Holding Co
West Virginia
$485 – – –
CFFP
649
Center for Financial Planning
Michigan
$462 – – –
YAL
650
Your Advocates Ltd
Texas
$413 – – –