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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1201
Shamrock Asset Management
Texas
$38K -$16.2K -200 -31%
AAP
1202
Arax Advisory Partners
Colorado
$37K +$34.1K +422 New
SLF
1203
Sun Life Financial
Ontario, Canada
$36K -$37.6K -465 -52%
CJA
1204
C-J Advisory
California
$36K
BAM
1205
Barrett Asset Management
New York
$35K +$8.08K +100 +33%
GWS
1206
Glassman Wealth Services
Virginia
$34K -$25.6K -317 -44%
PFC
1207
Phocas Financial Corp
California
$33K +$30.7K +380 New
FMTCOCP
1208
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$32K
HDIM
1209
Hanson & Doremus Investment Management
Vermont
$31K
BCI
1210
Brinker Capital Investments
Pennsylvania
$31K +$5.74K +71 +25%
LFG
1211
Larson Financial Group
Missouri
$31K +$28.5K +353 New
FPB
1212
First PREMIER Bank
South Dakota
$28K
EWM
1213
Edge Wealth Management
New York
$26K
AIS
1214
Accurate Investment Solutions
Pennsylvania
$25K +$81 +1 +0.4%
KFA
1215
Krane Funds Advisors
New York
$25K +$23.1K +286 New
LF
1216
Lee Financial
Texas
$23K
TFO
1217
Tarbox Family Office
California
$23K
FNB
1218
Farmers National Bank
Kentucky
$22K
TI
1219
Truehand Inc
New Hampshire
$22K
Walleye Capital
1220
Walleye Capital
New York
$22K +$20.2K +250 New
WPA
1221
West Paces Advisors
Georgia
$21.2K
AWM
1222
AllSquare Wealth Management
New York
$21K
ME
1223
McIlrath & Eck
Washington
$21K
FGAM
1224
Financial Gravity Asset Management
Texas
$21K +$9.54K +118 +91%
SIS
1225
Sound Income Strategies
Florida
$20K -$5.41K -67 -22%