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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
Aevitas Wealth Management
Massachusetts
$6K – – –
HS
652
Horan Securities
United States
$6K – – –
RWA
653
Ropes Wealth Advisors
Massachusetts
$6K – – –
TIM
654
Tortoise Investment Management
New York
$6K – – –
FMII
655
Farmers & Merchants Investments Inc
Nebraska
$6K +$608 +12 +9%
MCM
656
MV Capital Management
Maryland
$6K +$1.37K +27 +27%
CAM
657
Close Asset Management
United Kingdom
$6K +$6.69K +132 New
JFGIW
658
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K +$7.24K +143 New
AIM
659
Anchor Investment Management
South Carolina
$5.27K – – –
TC
660
Trilogy Capital
California
$5K -$151K -2,986 -96%
MWM
661
Mascoma Wealth Management
New Hampshire
$5K – – –
PCFFS
662
Pacific Center for Financial Services
California
$5K – – –
Rockefeller Capital Management
663
Rockefeller Capital Management
New York
$5K – – –
AIL
664
AGF Investments LLC
Ontario, Canada
$5K +$1.32K +26 +32%
CH
665
Canton Hathaway
Rhode Island
$5K +$5.98K +118 New
LNB
666
Ledyard National Bank
$4K -$14.5K -287 -78%
PMFA
667
Plante Moran Financial Advisors
Michigan
$4K -$2.84K -56 -41%
RWA
668
River Wealth Advisors
Pennsylvania
$4K – – –
WT
669
Whittier Trust
California
$4K +$659 +13 +17%
AAP
670
Arax Advisory Partners
Colorado
$3K -$1.17K -23 -26%
TFO
671
Tarbox Family Office
California
$3K -$405 -8 -12%
SIAP
672
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3K – – –
CFD
673
Creative Financial Designs
Indiana
$3K +$3.04K +60 New
EA
674
Elm Advisors
California
$3K +$3.09K +61 New
MWPCG
675
Measured Wealth Private Client Group
New Hampshire
$3K +$3.55K +70 New