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Name Holding Trade Value Shares
Change
Change in
Stake
CYG
301
Clean Yield Group
Vermont
$40K
BWA
302
Burt Wealth Advisors
Maryland
$40K +$839 +6 +2%
SWA
303
SOA Wealth Advisors
New York
$39K +$34.2K +245 New
FP
304
Financial Perspectives
Minnesota
$38.1K +$140 +1 +0.4%
TPWA
305
TRUE Private Wealth Advisors
Oregon
$38K
AFS
306
Annapolis Financial Services
Maryland
$38K +$34.1K +244 New
EDRH
307
Edmond de Rothschild Holding
Switzerland
$34K
BFEC
308
Benjamin F. Edwards & Company
Missouri
$32K +$6.99K +50 +31%
TFS
309
TrustCore Financial Services
Tennessee
$32K +$27.4K +196 +1,633%
DOA
310
D'Orazio & Associates
Virginia
$31K
PFBT
311
Parkside Financial Bank & Trust
Missouri
$31K
MA
312
Montag & Associates
Georgia
$31K +$28K +200 New
PP
313
Pacifica Partners
Canada
$30K +$28K +200 New
CCA
314
Column Capital Advisors
Indiana
$28K
JWA
315
JFS Wealth Advisors
Pennsylvania
$28K
HDIM
316
Hanson & Doremus Investment Management
Vermont
$27K +$24.5K +175 New
FF
317
FourThought Financial
Florida
$27K +$24.7K +177 New
FMB
318
Field & Main Bank
Kentucky
$26K -$41.9K -300 -65%
SBL
319
Sargent Bickham Lagudis
Colorado
$26K
SIAG
320
Safeguard Investment Advisory Group
California
$24K +$21.8K +156 New
CT
321
Caldwell Trust
Florida
$23.2K
CFGS
322
Concourse Financial Group Securities
Alabama
$23K
EA
323
Elm Advisors
California
$23K +$21K +150 New
EW
324
Evoke Wealth
California
$22K
AWM
325
Accel Wealth Management
Iowa
$22K +$20K +143 New