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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1626
New Capital Management
Texas
$19K
DPA
1627
Delphi Private Advisors
California
$18K
KPCM
1628
Kings Point Capital Management
New York
$17K
AWA
1629
Acorn Wealth Advisors
Michigan
$16K -$6.98K -100 -30%
NC
1630
NewSquare Capital
Pennsylvania
$16K -$1.75K -25 -9%
PSC
1631
Prentiss Smith & Co
Vermont
$16K
BDWM
1632
Brewin Dolphin Wealth Management
Ireland
$15.5K +$16.8K +240 New
TODC
1633
Trustees of Dartmouth College
New Hampshire
$15K
BC
1634
Barnett & Company
Tennessee
$13K
FFW
1635
Fusion Family Wealth
New York
$13K
PCFFS
1636
Pacific Center for Financial Services
California
$13K
JWA
1637
JFS Wealth Advisors
Pennsylvania
$13K +$210 +3 +2%
OFS
1638
Orrstown Financial Services
Pennsylvania
$13K +$4.4K +63 +46%
CAGAS
1639
Capital Advisory Group Advisory Services
Minnesota
$13K +$14K +200 New
TC
1640
Trilogy Capital
California
$13K +$14K +200 New
RFWA
1641
RPg Family Wealth Advisory
Massachusetts
$13K
PCA
1642
Providence Capital Advisors
North Carolina
$12K -$2M -28,696 -99%
LWA
1643
Lowe Wealth Advisors
Maryland
$12K
WAS
1644
WESPAC Advisors SoCal
California
$12K
VCM
1645
Vigilant Capital Management
Maine
$11K -$2.5M -35,763 -100%
MCM
1646
Mainstay Capital Management
Michigan
$11K
ML
1647
McAdam LLC
Pennsylvania
$11K +$12.2K +175 New
BL
1648
Balentine LLC
Georgia
$10K -$214K -3,061 -95%
CGI
1649
CI Global Investments
California
$10K
ICOM
1650
Investment Counselors of Maryland
Maryland
$10K