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Name Holding Trade Value Shares
Change
Change in
Stake
APWM
601
Atlas Private Wealth Management
New York
$21K +$11.7K +150 +150%
TIM
602
Tortoise Investment Management
New York
$20K
PFWA
603
Paces Ferry Wealth Advisors
Georgia
$20K +$18.4K +237 New
AWM
604
Atticus Wealth Management
Florida
$19K
FPFS
605
First Personal Financial Services
North Carolina
$19K
GAM
606
Gemmer Asset Management
California
$19K
MFT
607
Moisand Fitzgerald Tamayo
Florida
$19K
BCA
608
Berman Capital Advisors
Georgia
$18K
CI
609
CX Institutional
Indiana
$18K +$13.5K +173 +468%
CAL
610
Capital Analysts LLC
Pennsylvania
$17K
NL
611
NVWM LLC
Pennsylvania
$17K
SC
612
Steph & Co
Wisconsin
$17K
FFA
613
Founders Financial Alliance
North Carolina
$17K +$14.2K +182 New
WB
614
Webster Bank
Connecticut
$16K
PFGIA
615
Patriot Financial Group Insurance Agency
Massachusetts
$14K
CFD
616
Creative Financial Designs
Indiana
$14K +$13.4K +172 New
ST
617
Sageworth Trust
Pennsylvania
$13K -$31.1K -400 -73%
PFBT
618
Parkside Financial Bank & Trust
Missouri
$13K -$545 -7 -4%
OAJ
619
Ogorek Anthony Joseph
New York
$13K
TFGT
620
TS Financial Group (TSFG)
Illinois
$13K
CYG
621
Clean Yield Group
Vermont
$12K -$3.19K -41 -23%
IWP
622
IAG Wealth Partners
Wisconsin
$12K -$1.01K -13 -8%
SIAP
623
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K
VAIA
624
Virtus Alternative Investment Advisers
Connecticut
$11K
RWM
625
Raffa Wealth Management
District of Columbia
$10.5K +$701 +9 +8%