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Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
1301
Thomas J. Herzfeld Advisors
Florida
$12K
HS
1302
Horan Securities
United States
$12K +$13.2K +90 New
AW
1303
Avion Wealth
Texas
$11K
EIP
1304
Ellis Investment Partners
Pennsylvania
$11K +$4.38K +30 +60%
GAM
1305
Gemmer Asset Management
California
$10K
CWM
1306
Curi Wealth Management
North Carolina
$9K +$10.2K +70 New
JRFS
1307
James Reed Financial Services
Ohio
$9K +$10.2K +70 New
PCTC
1308
Perkins Coie Trust Company
Washington
$8K -$43.8K -300 -83%
HWM
1309
Holloway Wealth Management
Florida
$8K
FMP
1310
Financial Management Professionals
Texas
$7K
FPB
1311
First PREMIER Bank
South Dakota
$7K
LWA
1312
Lenox Wealth Advisors
New York
$7K
PWMG
1313
Prestige Wealth Management Group
New Jersey
$7K
RDFA
1314
Ritter Daniher Financial Advisory
Ohio
$7K
WOC
1315
West Oak Capital
California
$7K
BAM
1316
Byrne Asset Management
New Jersey
$7K +$7.31K +50 New
MTIC
1317
Missouri Trust & Investment Company
Missouri
$7K +$7.31K +50 New
RMC
1318
Resources Management Corp
Connecticut
$7K +$7.31K +50 New
MS
1319
Mizuho Securities
Japan
$6K -$1.46K -10 -20%
BA
1320
Bellwether Advisors
Nebraska
$6K
EWM
1321
Edge Wealth Management
New York
$6K
EFS
1322
Econ Financial Services
Pennsylvania
$6K +$5.84K +40 New
KSWA
1323
Kathleen S. Wright Associates
Pennsylvania
$6K +$5.84K +40 New
VRM
1324
Vectors Research Management
New York
$6K +$5.84K +40 New
QC
1325
Quent Capital
New York
$5K +$4.38K +30 New