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Name Holding Trade Value Shares
Change
Change in
Stake
HC
476
Hoese & Co
Minnesota
$29K – – –
WWM
477
Wolff Wiese Magana
California
$29K +$6.71K +132 +28%
COCM
478
Charter Oak Capital Management
New Hampshire
$27K -$14K -275 -33%
DI
479
Disciplined Investments
Oklahoma
$27K – – –
Jones Financial Companies
480
Jones Financial Companies
Missouri
$27K – – –
EBA
481
Eagle Bay Advisors
New York
$27K +$6.1K +120 +27%
HA
482
Herold Advisors
New York
$27K +$29.4K +578 New
FCA
483
FinTrust Capital Advisors
South Carolina
$26K -$559 -11 -2%
AWM
484
AllSquare Wealth Management
New York
$26K – – –
RTL
485
Red Tortoise LLC
Georgia
$26K +$34.3K +675 New
Bartlett & Co Wealth Management
486
Bartlett & Co Wealth Management
Ohio
$24.1K – – –
Bartlett & Co
487
Bartlett & Co
Ohio
$24K – – –
Brown Brothers Harriman & Co
488
Brown Brothers Harriman & Co
New York
$24K – – –
TC
489
Truvestments Capital
Florida
$22K – – –
FMTCOCP
490
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K – – –
GWS
491
Glassman Wealth Services
Virginia
$21K +$3.15K +62 +16%
MUFG Americas
492
MUFG Americas
New York
$21K +$6.3K +124 +41%
HDIM
493
Hanson & Doremus Investment Management
Vermont
$21K +$7.32K +144 +51%
BFC
494
Bedel Financial Consulting
Indiana
$20K – – –
HR
495
Howe & Rusling
New York
$20K – – –
FP
496
Financial Perspectives
Minnesota
$19K -$116K -2,275 -85%
Clearstead Advisors
497
Clearstead Advisors
Ohio
$19K -$8.24K -162 -30%
SIS
498
Sound Income Strategies
Florida
$19K – – –
SIAP
499
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K – – –
PB
500
Pinnacle Bancorp
Nebraska
$19K +$8.9K +175 +80%