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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
301
Annapolis Financial Services
Maryland
$4K
HIA
302
Harbor Investment Advisory
Maryland
$4K
HCP
303
Hexagon Capital Partners
Arkansas
$4K +$2.97K +34 +850%
CA
304
Crewe Advisors
Utah
$4K +$3.93K +45 New
FPS
305
Fieldpoint Private Securities
Connecticut
$3K -$4.28K -49 -62%
GI
306
Gradient Investments
Minnesota
$3K -$1.4K -16 -34%
ACM
307
AUA Capital Management
Pennsylvania
$3K
BBHC
308
Brown Brothers Harriman & Co
New York
$3K
LPWM
309
Lake Point Wealth Management
Texas
$3K
PCG
310
Private Capital Group
Connecticut
$3K
SC
311
Schubert & Co
Texas
$3K +$1.49K +17 +142%
HFS
312
Heritage Financial Services
Massachusetts
$3K +$3.67K +42 New
HR
313
Howe & Rusling
New York
$2K -$437 -5 -18%
GRP
314
Global Retirement Partners
California
$2K
HNB
315
Huntington National Bank
Ohio
$2K
KA
316
Kozak & Associates
Colorado
$2K
VCM
317
Versant Capital Management
Arizona
$2K
FBC
318
Fairfield, Bush & Co
Connecticut
$2K +$1.57K +18 New
PTC
319
Private Trust Company
Ohio
$2K +$1.57K +18 New
SFG
320
Steward Financial Group
Texas
$2K +$2.45K +28 New
GEA
321
Glen Eagle Advisors
New Jersey
$1.12K
LSA
322
Leonteq Securities AG
Switzerland
$1.12K
BCWM
323
Bartlett & Co Wealth Management
Ohio
$1.02K
1IA
324
1834 Investment Advisors
Wisconsin
$1K
AFG
325
Albion Financial Group
Utah
$1K