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Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
601
McKinley Carter Wealth Services
West Virginia
$12K +$12.9K +300 New
CFG
602
Citizens Financial Group
Rhode Island
$11K -$107K -2,500 -91%
MFW
603
Mosaic Family Wealth
Missouri
$11K – – –
BBA
604
Braun-Bostich & Associates
Pennsylvania
$10K – – –
EARNEST Partners
605
EARNEST Partners
Georgia
$10K – – –
PK
606
Pflug Koory
Nebraska
$10K – – –
Toronto Dominion Bank
607
Toronto Dominion Bank
Ontario, Canada
$10K – – –
HIIFS
608
Harel Insurance Investments & Financial Services
Israel
$9K – – –
FC
609
Ferris Capital
Massachusetts
$9K +$9.55K +222 New
AIM
610
Advantage Investment Management
Iowa
$8K – – –
ADL
611
Asset Dedication LLC
California
$8K – – –
CPA
612
Clear Perspective Advisors
Illinois
$8K – – –
CCM
613
Cribstone Capital Management
Maine
$8K – – –
PWM
614
Perigon Wealth Management
California
$8K – – –
MPPLM
615
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8K +$2.54K +59 +42%
NSB
616
Norway Savings Bank
Maine
$8K +$8.6K +200 New
PCA
617
Providence Capital Advisors
North Carolina
$7K -$2.15K -50 -23%
TFO
618
Tarbox Family Office
California
$7K – – –
WDL
619
Well Done LLC
Michigan
$7K +$6.88K +160 New
EA
620
Edge Advisors
Georgia
$6K – – –
FMP
621
Financial Management Professionals
Texas
$6K – – –
MWM
622
MinichMacGregor Wealth Management
New York
$6K – – –
MWM
623
Mascoma Wealth Management
New Hampshire
$6K +$43 +1 +0.7%
SC
624
Sawyer & Company
Massachusetts
$6K +$6.62K +154 New
RWM
625
Raffa Wealth Management
District of Columbia
$5.48K +$1.38K +32 +32%