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Name Holding Trade Value Shares
Change
Change in
Stake
YWP
601
YorkBridge Wealth Partners
New York
$10K
BCWM
602
Bartlett & Co Wealth Management
Ohio
$9.62K +$218 +8 +2%
MSFP
603
Mark Sheptoff Financial Planning
Connecticut
$9K -$21.8K -800 -68%
IDBONY
604
Israel Discount Bank of New York
New York
$9K -$5.46K -200 -36%
CB
605
Community Bank
New York
$9K
MBT
606
Monroe Bank & Trust
Michigan
$9K
VNA
607
Valley National Advisers
Pennsylvania
$9K
WWM
608
Willingdon Wealth Management
North Carolina
$9K
BC
609
Bartlett & Co
Ohio
$9K +$218 +8 +2%
LC
610
Landaas & Company
Wisconsin
$8K +$8.95K +328 New
AIS
611
Accurate Investment Solutions
Pennsylvania
$7K -$27 -1 -0.3%
BFC
612
Bedel Financial Consulting
Indiana
$7K
AC
613
Avestar Capital
New York
$7K +$955 +35 +8%
CFA
614
Carroll Financial Associates
North Carolina
$7K +$1.09K +40 +15%
CWA
615
Clarus Wealth Advisors
Arizona
$7K +$6.68K +245 New
ACA
616
Atlas Capital Advisors
Wyoming
$6.81K +$7.78K +285 New
SWP
617
Strategic Wealth Partners
Ohio
$6K -$9.41K -345 -56%
Acadian Asset Management
618
Acadian Asset Management
Massachusetts
$6K
FFW
619
Fusion Family Wealth
New York
$6K
JIR
620
James Investment Research
Ohio
$6K
AAP
621
Arax Advisory Partners
Colorado
$6K +$246 +9 +3%
EWM
622
Elmwood Wealth Management
California
$5.81K
CAW
623
Cornerstone Advisors (Washington)
Washington
$5K -$13.1K -481 -70%
CC
624
Claybrook Capital
Massachusetts
$5K
IBOK
625
Independence Bank of Kentucky
Kentucky
$5K