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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
1601
Pin Oak Investment Advisors
Texas
$19K -$21.5K -300 -55%
BCWM
1602
Bartlett & Co Wealth Management
Ohio
$18.9K -$33.5K -466 -65%
TCOV
1603
Trust Company of Vermont
Vermont
$18.9K +$17.6K +245 New
OCM
1604
Osterweis Capital Management
California
$18.3K
CCMW
1605
Cypress Capital Management (Wyoming)
Wyoming
$18.1K
RFG
1606
RFP Financial Group
Georgia
$18K -$12.2K -170 -42%
NSIM
1607
North Star Investment Management
Illinois
$18K
SA
1608
Scarborough Advisors
Maryland
$17.3K -$2.51K -35 -13%
VCM
1609
Versant Capital Management
Arizona
$17.2K +$11.4K +159 +248%
PWMA
1610
Pension & Wealth Management Advisors
Massachusetts
$16.9K -$9.4K -131 -37%
ACM
1611
Anfield Capital Management
California
$16.8K +$15.6K +218 New
WAG
1612
Wiser Advisor Group
Arizona
$16.2K
AWM
1613
Activest Wealth Management
Florida
$16.1K
RFG
1614
REAP Financial Group
Texas
$15.8K +$2.01K +28 +16%
EWM
1615
Evermay Wealth Management
Virginia
$15.4K -$4.09K -57 -22%
CT
1616
Caldwell Trust
Florida
$15.4K
CQS
1617
Credential Qtrade Securities
$15.4K
HRC
1618
Hoertkorn Richard Charles
$15.4K
OPTFSNA
1619
Old Point Trust & Financial Services N A
Virginia
$15.4K +$7.18K +100 +100%
HNB
1620
Hilltop National Bank
Wyoming
$15.4K +$14.4K +200 New
SS
1621
Sunbelt Securities
Texas
$14K +$718 +10 +6%
OIA
1622
Optimum Investment Advisors
Illinois
$13.9K
CJ
1623
Caitlin John
Michigan
$13.6K
PMFA
1624
Plante Moran Financial Advisors
Michigan
$13.2K -$8.26K -115 -40%
RG
1625
Retirement Group
California
$13.2K