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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
BCWM
486
Bartlett & Co Wealth Management
Ohio
$24.1K
BC
487
Bartlett & Co
Ohio
$24K
TC
488
Truvestments Capital
Florida
$22K
FMTCOCP
489
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K
GWS
490
Glassman Wealth Services
Virginia
$21K +$3.15K +62 +16%
MA
491
MUFG Americas
New York
$21K +$6.3K +124 +41%
HDIM
492
Hanson & Doremus Investment Management
Vermont
$21K +$7.32K +144 +51%
BFC
493
Bedel Financial Consulting
Indiana
$20K
HR
494
Howe & Rusling
New York
$20K
FP
495
Financial Perspectives
Minnesota
$19K -$116K -2,275 -85%
CA
496
Clearstead Advisors
Ohio
$19K -$8.24K -162 -30%
SIS
497
Sound Income Strategies
Florida
$19K
SIAP
498
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K
PB
499
Pinnacle Bancorp
Nebraska
$19K +$8.9K +175 +80%
CCM
500
Cribstone Capital Management
Maine
$18K -$481K -9,450 -96%