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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
601
Winch Advisory Services
Wisconsin
$7K +$159 +3 +2%
FMTCOCP
602
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K +$7.48K +141 New
Bank of Montreal
603
Bank of Montreal
Ontario, Canada
$6.92K -$589K -11,093 -8%
ATC
604
Adirondack Trust Company
New York
$6K
BWA
605
BDO Wealth Advisors
Florida
$6K
KFI
606
Key Financial Inc
Pennsylvania
$6K
PMFA
607
Plante Moran Financial Advisors
Michigan
$6K
RAM
608
Riggs Asset Management
Pennsylvania
$6K
TFA
609
Toth Financial Advisory
Virginia
$6K
NFSG
610
Newbridge Financial Services Group
Florida
$6K +$159 +3 +3%
SFG
611
Steward Financial Group
Texas
$6K +$6.42K +121 New
ETI
612
Enterprise Trust & Investment
California
$6K +$6.79K +128 New
CFFP
613
Center for Financial Planning
Michigan
$5K
MA
614
Montag & Associates
Georgia
$5K
MRCM
615
M&R Capital Management
New Jersey
$5K
TFGT
616
TS Financial Group (TSFG)
Illinois
$5K
LFG
617
Larson Financial Group
Missouri
$5K +$106 +2 +2%
HS
618
Horan Securities
United States
$5K +$4.78K +90 New
FMB
619
Field & Main Bank
Kentucky
$5K +$5.36K +101 New
TAM
620
Tucker Asset Management
Colorado
$4.5K
CFD
621
Creative Financial Designs
Indiana
$4K
RWM
622
Raffa Wealth Management
District of Columbia
$3.8K
SWA
623
Sutton Wealth Advisors
Florida
$3.2K
ANBT
624
American National Bank & Trust
Texas
$3K
BONH
625
Bank of New Hampshire
New Hampshire
$3K