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Name Holding Trade Value Shares
Change
Change in
Stake
TI
851
tru Independence
Oregon
$8K – – –
PFO
852
Pathstone Family Office
New Jersey
$7K -$13.7K -251 -62%
TWA
853
TCI Wealth Advisors
Arizona
$7K -$3.23K -59 -29%
ME
854
McIlrath & Eck
Washington
$7K – – –
ICM
855
Islay Capital Management
Texas
$7K +$8.2K +150 New
MCM
856
Manchester Capital Management
Vermont
$7K +$8.2K +150 New
FCM
857
Firestone Capital Management
Florida
$6K – – –
FWM
858
FSA Wealth Management
Massachusetts
$6K – – –
WAS
859
Winch Advisory Services
Wisconsin
$6K +$55 +1 +0.8%
WAP
860
Wealthcare Advisory Partners
Pennsylvania
$5K -$17.1K -312 -75%
NSB
861
Norway Savings Bank
Maine
$5K – – –
TIM
862
Tortoise Investment Management
New York
$5K – – –
BAM
863
Bellevue Asset Management
Washington
$5K +$5.14K +94 New
TCOV
864
Trust Company of Vermont
Vermont
$5K +$5.2K +95 New
SIS
865
Sound Income Strategies
Florida
$5K +$5.69K +104 New
GWMIA
866
Global Wealth Management Investment Advisory
Florida
$5K +$5.96K +109 New
WQ
867
Wealth Quarterback
New Jersey
$4.63K -$36K -658 -79%
CT
868
Clearstead Trust
Maine
$4K – – –
HPC
869
HM Payson & Co
Maine
$4K – – –
MIM
870
Macroview Investment Management
Maryland
$4K – – –
PFSC
871
Peoples Financial Services Corp
Pennsylvania
$4K – – –
SWM
872
Selective Wealth Management
Virginia
$4K – – –
PWMG
873
Prestige Wealth Management Group
New Jersey
$4K +$985 +18 +32%
AWM
874
Avior Wealth Management
Nebraska
$4K +$1.15K +21 +27%
WFMPM
875
Woodley Farra Manion Portfolio Management
Indiana
$4K +$4.38K +80 New