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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1301
Barrett Asset Management
New York
$43K – – –
GWS
1302
Glassman Wealth Services
Virginia
$43K +$380 +4 +1%
FMTCOCP
1303
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$39K – – –
HDIM
1304
Hanson & Doremus Investment Management
Vermont
$38K – – –
FMB
1305
Field & Main Bank
Kentucky
$38K +$34.2K +360 New
KWA
1306
KCS Wealth Advisory
California
$37.4K +$33.3K +350 New
CI
1307
CX Institutional
Indiana
$35K -$2.49M -26,221 -99%
FPB
1308
First PREMIER Bank
South Dakota
$35K – – –
EWM
1309
Edge Wealth Management
New York
$32K – – –
SBL
1310
Sargent Bickham Lagudis
Colorado
$32K +$19.5K +205 +211%
TFO
1311
Tarbox Family Office
California
$29K – – –
LF
1312
Lee Financial
Texas
$28K – – –
DAM
1313
Delta Asset Management
Tennessee
$28K +$15.3K +161 +161%
MSFP
1314
Mark Sheptoff Financial Planning
Connecticut
$28K +$24.7K +260 New
TI
1315
Truehand Inc
New Hampshire
$27K – – –
AA
1316
Advisory Alpha
Michigan
$26.9K +$23.2K +244 New
WPA
1317
West Paces Advisors
Georgia
$26.2K – – –
FGAM
1318
Financial Gravity Asset Management
Texas
$26K -$571 -6 -2%
AWM
1319
AllSquare Wealth Management
New York
$26K – – –
PWP
1320
Personal Wealth Partners
Minnesota
$26K +$951 +10 +4%
VEA
1321
Virtus ETF Advisers
New York
$26K +$23.3K +245 New
SIS
1322
Sound Income Strategies
Florida
$25K – – –
APW
1323
Acima Private Wealth
Virginia
$24K – – –
GWAG
1324
Garrett Wealth Advisory Group
Texas
$23.9K +$21.3K +224 New
POIA
1325
Pin Oak Investment Advisors
Texas
$23K – – –