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Name Holding Trade Value Shares
Change
Change in
Stake
FP
2826
Financial Perspectives
Minnesota
$177K +$354 +7 +0.2%
BAM
2827
Bellevue Asset Management
Washington
$175K +$2.68K +53 +2%
ST
2828
Sageworth Trust
Pennsylvania
$173K +$162K +3,209 +1,550%
RIM
2829
Rockbridge Investment Management
New York
$171K -$197K -3,890 -54%
VRM
2830
Vectors Research Management
New York
$168K +$32K +632 +24%
KFS
2831
Kelly Financial Services
Massachusetts
$167K +$658 +13 +0.4%
ODG
2832
O'Dell Group
Ohio
$166K +$607 +12 +0.4%
CA
2833
Centerpoint Advisors
Massachusetts
$164K -$27.6K -545 -14%
CTB
2834
Country Trust Bank
Illinois
$163K – – –
TFP
2835
Tilia Fiduciary Partners
North Carolina
$162K +$607 +12 +0.4%
GWMI
2836
Guardian Wealth Management (Illinois)
Illinois
$160K -$13.3K -262 -8%
TIM
2837
Tortoise Investment Management
New York
$160K – – –
JMF
2838
Johnson Midwest Financial
Iowa
$158K +$14.6K +288 +10%
CWM
2839
Castle Wealth Management
Florida
$157K +$157K +3,095 New
JWM
2840
Janiczek Wealth Management
Colorado
$155K +$2.83K +56 +2%
TC
2841
Tacita Capital
Ontario, Canada
$152K +$40.5K +800 +36%
GC
2842
Garde Capital
Washington
$149K – – –
FA
2843
Financial Advantage
Maryland
$144K -$16.8K -333 -10%
RA
2844
Rise Advisors
New York
$144K +$25.3K +501 +21%
MWC
2845
MBM Wealth Consultants
Missouri
$142K -$21.1K -417 -13%
DI
2846
Disciplined Investments
Oklahoma
$141K +$3.34K +66 +2%
LF
2847
Lee Financial
Texas
$141K +$5.87K +116 +4%
TVWM
2848
Tower View Wealth Management
Wisconsin
$140K +$1.01K +20 +0.7%
PCTC
2849
Perkins Coie Trust Company
Washington
$139K – – –
PWC
2850
PYA Waltman Capital
Tennessee
$134K +$41K +810 +44%