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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1301
Glassman Wealth Services
Virginia
$43K +$380 +4 +1%
FMTCOCP
1302
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$39K
HDIM
1303
Hanson & Doremus Investment Management
Vermont
$38K
FMB
1304
Field & Main Bank
Kentucky
$38K +$34.2K +360 New
KWA
1305
KCS Wealth Advisory
California
$37.4K +$33.3K +350 New
CI
1306
CX Institutional
Indiana
$35K -$2.49M -26,221 -99%
FPB
1307
First PREMIER Bank
South Dakota
$35K
EWM
1308
Edge Wealth Management
New York
$32K
SBL
1309
Sargent Bickham Lagudis
Colorado
$32K +$19.5K +205 +211%
TFO
1310
Tarbox Family Office
California
$29K
LF
1311
Lee Financial
Texas
$28K
DAM
1312
Delta Asset Management
Tennessee
$28K +$15.3K +161 +161%
MSFP
1313
Mark Sheptoff Financial Planning
Connecticut
$28K +$24.7K +260 New
TI
1314
Truehand Inc
New Hampshire
$27K
AA
1315
Advisory Alpha
Michigan
$26.9K +$23.2K +244 New
WPA
1316
West Paces Advisors
Georgia
$26.2K
FGAM
1317
Financial Gravity Asset Management
Texas
$26K -$571 -6 -2%
AWM
1318
AllSquare Wealth Management
New York
$26K
PWP
1319
Personal Wealth Partners
Minnesota
$26K +$951 +10 +4%
VEA
1320
Virtus ETF Advisers
New York
$26K +$23.3K +245 New
SIS
1321
Sound Income Strategies
Florida
$25K
APW
1322
Acima Private Wealth
Virginia
$24K
GWAG
1323
Garrett Wealth Advisory Group
Texas
$23.9K +$21.3K +224 New
POIA
1324
Pin Oak Investment Advisors
Texas
$23K
BWA
1325
Burt Wealth Advisors
Maryland
$22K +$95 +1 +0.5%