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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
2151
Delta Asset Management
Tennessee
$14.7K – – –
AA
2152
Addison Advisors
Vermont
$14.6K -$6.71K -75 -30%
LFASL
2153
Lugano Financial Advisors SA (LFA)
Switzerland
$14.4K -$5.01K -56 -25%
MAM
2154
Marquette Asset Management
Minnesota
$14.4K +$8.06K +90 +113%
CAM
2155
Chesapeake Asset Management
New York
$13.6K -$1.79K -20 -11%
CPG
2156
Cornerstone Planning Group
New Jersey
$13.5K +$43.1K +482 +182%
FP
2157
Financial Perspectives
Minnesota
$13.5K +$90 +1 +0.6%
HFS
2158
Hughes Financial Services
Virginia
$13.5K -$269 -3 -2%
NEWAS
2159
N.E.W. Advisory Services
Wisconsin
$13.5K +$1.07K +12 +8%
BSB
2160
Bangor Savings Bank
Maine
$13.4K – – –
MBFW
2161
Morton Brown Family Wealth
Pennsylvania
$13.3K -$34.5K -385 -71%
RWA
2162
Redmont Wealth Advisors
Illinois
$13.3K – – –
WPA
2163
Wealth Preservation Advisors
Tennessee
$13.1K +$1.52K +17 +12%
GFWA
2164
Grey Fox Wealth Advisors
Delaware
$13K +$13.7K +153 New
UFPG
2165
United Financial Planning Group
New York
$12.9K +$13.7K +153 New
FFWM
2166
Future Financial Wealth Management
Ohio
$12.7K – – –
AWM
2167
Activest Wealth Management
Florida
$12.6K -$8.06K -90 -38%
PGAM
2168
Princeton Global Asset Management
New Jersey
$12.5K – – –
WA
2169
WPG Advisers
Maryland
$12.4K -$895 -10 -6%
MNA
2170
Manning & Napier Advisors
New York
$12.3K +$13K +145 New
MIM
2171
MTM Investment Management
South Carolina
$11.8K -$15.2K -170 -55%
MSG
2172
Main Street Group
Virginia
$11.8K – – –
FW
2173
Fairway Wealth
Ohio
$11.5K +$90 +1 +0.7%
EWM
2174
Evermay Wealth Management
Virginia
$11.3K – – –
KA
2175
Kozak & Associates
Colorado
$11.1K -$34.2K -382 -74%