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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
701
Lenox Wealth Advisors
New York
$6K +$6.71K +70 New
NPP
702
New Potomac Partners
Maryland
$5K -$3.93K -41 -45%
BAM
703
Bruderman Asset Management
New York
$5K – – –
FRA
704
Front Row Advisors
California
$5K – – –
HCM
705
Highlander Capital Management
New Jersey
$5K – – –
PFGIA
706
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
TCM
707
Tradewinds Capital Management
Washington
$5K – – –
DBT
708
Dubuque Bank & Trust
Iowa
$5K +$3.54K +37 +264%
CIA
709
CSat Investment Advisory
Michigan
$5K +$4.98K +52 New
MPWT
710
MassMutual Private Wealth & Trust
Connecticut
$4.86K +$5.17K +54 New
SIAS
711
Shine Investment Advisory Services
Colorado
$4K -$2.78K -29 -39%
CHC
712
City Holding Co
West Virginia
$4K – – –
CB
713
Community Bank
New York
$4K – – –
TFO
714
Tarbox Family Office
California
$4K – – –
VCM
715
Versant Capital Management
Arizona
$4K – – –
CFC
716
Coyle Financial Counsel
Illinois
$4K +$4.69K +49 New
AWM
717
Aevitas Wealth Management
Massachusetts
$3K – – –
HI
718
Hudock Inc
Pennsylvania
$3K – – –
SFSIG
719
San Francisco Sentry Investment Group
California
$3K – – –
MSA
720
Marino Stram & Associates
Massachusetts
$3K +$287 +3 +9%
SMFS
721
Squar Milner Financial Services
California
$3K +$3.26K +34 New
CI
722
CX Institutional
Indiana
$3K +$3.45K +36 New
BFC
723
Bedel Financial Consulting
Indiana
$2K – – –
MWM
724
MinichMacGregor Wealth Management
New York
$2K – – –
RWA
725
Ropes Wealth Advisors
Massachusetts
$2K – – –
27 28
29
30 31