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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
801
Bartlett & Co Wealth Management
Ohio
$85.8K – – –
BC
802
Bartlett & Co
Ohio
$85K – – –
IFAM
803
Institutional & Family Asset Management
Colorado
$80K +$791 +15 +1%
DWA
804
Dougherty Wealth Advisers
Minnesota
$73K – – –
PFGIA
805
Patriot Financial Group Insurance Agency
Massachusetts
$72K -$14.8K -280 -18%
CAC
806
Certified Advisory Corp
Florida
$72K – – –
FHA
807
Flagship Harbor Advisors
Massachusetts
$72K +$16.9K +321 +34%
CWM
808
Campbell Wealth Management
Virginia
$71K +$65.9K +1,250 New
CTC
809
Central Trust Company
Missouri
$70K – – –
FMII
810
Farmers & Merchants Investments Inc
Nebraska
$69K – – –
TF
811
Tompkins Financial
New York
$68K – – –
FBT
812
First Bank & Trust
South Dakota
$66K -$2.53K -48 -4%
JCM
813
Jacobi Capital Management
Pennsylvania
$63K +$105 +2 +0.2%
GAAM
814
Guinness Atkinson Asset Management
California
$61K +$3.16K +60 +6%
SF
815
Synovus Financial
Georgia
$59K -$119K -2,265 -69%
RWG
816
Regal Wealth Group
California
$59K +$316 +6 +0.6%
GWS
817
Glassman Wealth Services
Virginia
$59K +$20.6K +391 +61%
PFBT
818
Parkside Financial Bank & Trust
Missouri
$57K -$10.5K -200 -17%
OIA
819
Optimum Investment Advisors
Illinois
$57K – – –
TFA
820
Toth Financial Advisory
Virginia
$57K +$52.7K +1,000 New
PCIA
821
Prime Capital Investment Advisors
Kansas
$56K +$4.32K +82 +9%
HI
822
Hudock Inc
Pennsylvania
$55K +$1.37K +26 +3%
FCA
823
FinTrust Capital Advisors
South Carolina
$54K -$5.75K -109 -10%
WEC
824
Winslow Evans & Crocker
Massachusetts
$54K -$53 -1 -0.1%
TC
825
Truvestments Capital
Florida
$51K -$221K -4,200 -82%