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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
751
Delta Asset Management
Tennessee
$6K
PFS
752
Physicians Financial Services
North Carolina
$6K
HI
753
Hudock Inc
Pennsylvania
$6K +$59 +1 +0.9%
JCM
754
Jacobi Capital Management
Pennsylvania
$6K +$6.27K +106 New
WP
755
WealthPLAN Partners
Nebraska
$5.41K +$5.5K +93 New
WRM
756
Westport Resources Management
Connecticut
$5K
TIM
757
Tortoise Investment Management
New York
$5K +$4.67K +79 New
MAM
758
Meeder Asset Management
Ohio
$4K -$294K -4,973 -98%
TWA
759
TCI Wealth Advisors
Arizona
$4K -$15.7K -266 -78%
SIM
760
Sonora Investment Management
Arizona
$3.69K
DSN
761
D. Scott Neal
Kentucky
$3K
VNA
762
Valley National Advisers
Pennsylvania
$3K
RWA
763
Ropes Wealth Advisors
Massachusetts
$3K +$2.84K +48 New
MSFP
764
Mark Sheptoff Financial Planning
Connecticut
$3K +$3.13K +53 New
NC
765
NewSquare Capital
Pennsylvania
$3K +$3.49K +59 New
CS
766
Credential Securities
$2.21K
KT
767
Kanaly Trust
Texas
$2K -$16.9K -285 -89%
ATC
768
Adirondack Trust Company
New York
$2K +$1.83K +31 New
HCM
769
Herndon Capital Management
Georgia
$2K +$1.95K +33 New
CCM
770
Cribstone Capital Management
Maine
$2K +$2.25K +38 New
AF
771
Allworth Financial
California
$2K +$2.42K +41 New
CYG
772
Clean Yield Group
Vermont
$1K
MWM
773
MinichMacGregor Wealth Management
New York
$1K
FMP
774
Financial Management Professionals
Texas
$1K +$1.24K +21 New
Millennium Management
775
Millennium Management
New York
-$13.2M -217,185 Closed