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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
501
Highlander Capital Management
New Jersey
$14K
CI
502
CX Institutional
Indiana
$13K
SWA
503
SOA Wealth Advisors
New York
$13K
JFGIW
504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K
CWC
505
Carolinas Wealth Consulting
North Carolina
$12K +$10.7K +42 New
PK
506
Pflug Koory
Nebraska
$11K
CFFP
507
Center for Financial Planning
Michigan
$10K
HDIM
508
Hanson & Doremus Investment Management
Vermont
$10K
VRM
509
Vectors Research Management
New York
$10K
ACA
510
Atlas Capital Advisors
Wyoming
$9.09K
AF
511
Allworth Financial
California
$9K
CFA
512
Carroll Financial Associates
North Carolina
$9K
ST
513
Smithfield Trust
Pennsylvania
$9K
LCM
514
Logan Capital Management
Pennsylvania
$9K +$8.63K +34 New
AA
515
Ancora Advisors
Ohio
$8K
TFM
516
TFC Financial Management
Massachusetts
$8K
TWA
517
TCI Wealth Advisors
Arizona
$7K -$4.82K -19 -44%
MSFP
518
Mark Sheptoff Financial Planning
Connecticut
$7K
PFSC
519
Peoples Financial Services Corp
Pennsylvania
$7K
RIM
520
Rockbridge Investment Management
New York
$7K
SCA
521
Stonebridge Capital Advisors
Minnesota
$7K
PFBT
522
Parkside Financial Bank & Trust
Missouri
$7K +$761 +3 +13%
CP
523
Castleview Partners
Texas
$6K +$5.07K +20 New
MS
524
Mizuho Securities
Japan
$6K +$5.58K +22 New
FP
525
Financial Perspectives
Minnesota
$5.79K +$5.33K +21 New