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Name Holding Trade Value Shares
Change
Change in
Stake
BFC
501
Bedel Financial Consulting
Indiana
$21K – – –
Simon Quick Advisors
502
Simon Quick Advisors
New Jersey
$21K +$21.1K +410 New
MRCM
503
M&R Capital Management
New Jersey
$20K – – –
SIS
504
Sound Income Strategies
Florida
$20K – – –
SIAP
505
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K – – –
HFRG
506
Houlihan Financial Resource Group
Virginia
$20K +$19.9K +386 New
FFC
507
First Financial Corp
Indiana
$19K – – –
CHAM
508
Clear Harbor Asset Management
Connecticut
$18.6K +$19K +370 New
RWA
509
Ropes Wealth Advisors
Massachusetts
$18K +$18.7K +364 New
Heritage Wealth Advisors
510
Heritage Wealth Advisors
Virginia
$17.6K – – –
FCA
511
FinTrust Capital Advisors
South Carolina
$17K +$5.66K +110 +47%
Clearstead Advisors
512
Clearstead Advisors
Ohio
$16K – – –
HR
513
Howe & Rusling
New York
$16K – – –
CSPIA
514
Cary Street Partners Investment Advisory
Virginia
$16K +$16.3K +316 New
FCM
515
Firestone Capital Management
Florida
$15K – – –
JWM
516
Janiczek Wealth Management
Colorado
$15K +$10.6K +206 +245%
FP
517
Fiduciary Planning
Florida
$15K +$15.4K +300 New
ME
518
McIlrath & Eck
Washington
$14K – – –
HDIM
519
Hanson & Doremus Investment Management
Vermont
$14K +$3.71K +72 +34%
TFM
520
TFC Financial Management
Massachusetts
$14K +$14.3K +277 New
BC
521
Barnett & Company
Tennessee
$13K – – –
EIP
522
Ellis Investment Partners
Pennsylvania
$13K – – –
LWA
523
Lenox Wealth Advisors
New York
$13K +$8.29K +161 +168%
KFS
524
Kelly Financial Services
Massachusetts
$12.2K – – –
Washington Trust
525
Washington Trust
Rhode Island
$12K -$12.9K -250 -52%