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STX

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
526
Trust Company of Vermont
Vermont
$9K -$3.33K -75 -29%
WWM
527
Willingdon Wealth Management
North Carolina
$9K – – –
MWM
528
Mascoma Wealth Management
New Hampshire
$8K -$41.7K -940 -84%
CB
529
Community Bank
New York
$8K – – –
RFA
530
Reilly Financial Advisors
California
$8K – – –
PCP
531
Proficio Capital Partners
Massachusetts
$8K +$1.2K +27 +20%
AWM
532
Aevitas Wealth Management
Massachusetts
$7K -$1.82K -41 -21%
GI
533
Gradient Investments
Minnesota
$7K -$266 -6 -4%
ME
534
McIlrath & Eck
Washington
$7K – – –
TL
535
TrueWealth LLC
Georgia
$7K – – –
SIM
536
Sonora Investment Management
Arizona
$6K – – –
PFBT
537
Parkside Financial Bank & Trust
Missouri
$6K +$932 +21 +20%
SHIM
538
Stone House Investment Management
Pennsylvania
$6K +$5.23K +118 New
AIL
539
AGF Investments LLC
Ontario, Canada
$6K +$5.32K +120 New
LPWM
540
Lake Point Wealth Management
Texas
$5K -$4.44K -100 -50%
FMII
541
Farmers & Merchants Investments Inc
Nebraska
$5K -$133 -3 -3%
JCM
542
Jacobi Capital Management
Pennsylvania
$5K – – –
NSIM
543
North Star Investment Management
Illinois
$5K – – –
PWM
544
PRW Wealth Management
Massachusetts
$5K – – –
PFGIA
545
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$3.86K +87 +348%
BDWM
546
Brewin Dolphin Wealth Management
Ireland
$4.79K – – –
LFA
547
Legacy Financial Advisors
Kentucky
$4K -$8.21K -185 -71%
BHWM
548
Bay Harbor Wealth Management
Maryland
$4K – – –
NWM
549
Northwest Wealth Management
Iowa
$4K – – –
SMFS
550
Squar Milner Financial Services
California
$4K – – –
20 21
22
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