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Name Holding Trade Value Shares
Change
Change in
Stake
EW
701
Evoke Wealth
California
$3K – – –
LIM
702
Longfellow Investment Management
Massachusetts
$3K – – –
HS
703
Horan Securities
United States
$3K +$2.6K +10 New
SC
704
Schubert & Co
Texas
$3K +$3.37K +13 New
MCM
705
Manchester Capital Management
Vermont
$2K -$519 -2 -25%
CCC
706
Crescent Capital Consulting
Louisiana
$2K – – –
PWMG
707
Prestige Wealth Management Group
New Jersey
$2K – – –
SC
708
Sierra Capital
Florida
$2K +$1.56K +6 New
TF
709
Tompkins Financial
New York
$2K +$2.33K +9 New
AHIA
710
Andrew Hill Investment Advisors
Florida
$2K +$2.6K +10 New
GEA
711
Glen Eagle Advisors
New Jersey
$1.3K – – –
AWM
712
Avior Wealth Management
Nebraska
$1K -$519 -2 -33%
CCM
713
Covington Capital Management
California
$1K – – –
GWM
714
Geneos Wealth Management
Colorado
$1K – – –
SWA
715
SOA Wealth Advisors
New York
$1K – – –
SCA
716
Stonebridge Capital Advisors
Minnesota
$1K – – –
TFM
717
TFC Financial Management
Massachusetts
$1K – – –
CSWM
718
Cassady Schiller Wealth Management
Ohio
$1K +$519 +2 New
AA
719
Addison Advisors
Vermont
$1K +$778 +3 New
CAC
720
Core Alternative Capital
Georgia
$1K +$1.3K +5 New
WA
721
WestEnd Advisors
North Carolina
$260 +$259 +1 New
WIM
722
Westside Investment Management
California
$57 – – –
WT
723
Washington Trust
Rhode Island
– -$36.3M -137,569 Closed
ACI
724
AMP Capital Investors
Australia
– -$19.9M -75,621 Closed
SAM
725
Sectoral Asset Management
Quebec, Canada
– -$15.8M -60,105 Closed