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Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
1001
McKinley Carter Wealth Services
West Virginia
$222K
TA
1002
Tiedemann Advisors
New York
$222K +$216K +3,324 New
WIC
1003
Whitegate Investment Counselors
New Hampshire
$220K -$45.5K -700 -18%
BFM
1004
Boothbay Fund Management
New York
$220K +$214K +3,293 New
IA
1005
Icon Advisers
Colorado
$220K +$215K +3,300 New
CAM
1006
Cresset Asset Management
Illinois
$220K +$8.59M +132,061 +4,086%
AIM
1007
Anchor Investment Management
South Carolina
$215K
CNC
1008
Citizens & Northern Corp
Pennsylvania
$214K -$15.6K -240 -7%
OIA
1009
OneDigital Investment Advisors
Kansas
$213K -$6.44K -99 -3%
BCM
1010
Brookstone Capital Management
Illinois
$212K -$1.89K -29 -0.9%
IP
1011
Investment Partners
Ohio
$212K +$206K +3,174 New
FI
1012
FormulaFolio Investments
Michigan
$210K -$7.48K -115 -4%
CS
1013
Cannell & Spears
New York
$208K +$202K +3,111 New
CISOA
1014
Capital Investment Services of America
Wisconsin
$208K +$203K +3,120 New
PMFA
1015
Plante Moran Financial Advisors
Michigan
$207K +$21K +323 +12%
CWM
1016
Campbell Wealth Management
Virginia
$207K +$202K +3,101 New
ICM
1017
IMS Capital Management
Oregon
$206K -$16.8K -258 -8%
AAS
1018
Avantax Advisory Services
Texas
$206K +$201K +3,083 New
FDCC
1019
Foster Dykema Cabot & Co
Massachusetts
$206K +$201K +3,090 New
FMTCOCP
1020
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$202K
ACM
1021
Allred Capital Management
Texas
$202K +$198K +3,048 New
Carson Wealth (CWM LLC)
1022
Carson Wealth (CWM LLC)
Nebraska
$200K -$3.44M -52,843 -95%
IA
1023
IFP Advisors
Florida
$200K -$612K -9,407 -76%
VFA
1024
Valeo Financial Advisors
Indiana
$200K -$9.95K -153 -5%
MIC
1025
Meridian Investment Counsel
California
$200K +$195K +3,000 New