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Name Holding Trade Value Shares
Change
Change in
Stake
TLCM
501
Twin Lakes Capital Management
California
$22K – – –
VIA
502
Virtus Investment Advisers
Connecticut
$22K +$28.2K +296 New
JWA
503
JFS Wealth Advisors
Pennsylvania
$21K -$4.19K -44 -13%
SIS
504
Sound Income Strategies
Florida
$21K -$476 -5 -2%
CHA
505
Carmichael Hill & Associates
Maryland
$21K – – –
KTC
506
Kistler-Tiffany Companies
Pennsylvania
$21K – – –
TFA
507
Toth Financial Advisory
Virginia
$21K – – –
FWM
508
Focused Wealth Management
New York
$20K -$34.3K -360 -57%
BAM
509
Bellevue Asset Management
Washington
$19K – – –
RA
510
Rise Advisors
New York
$19K +$1.43K +15 +6%
VCM
511
Vigilant Capital Management
Maine
$19K +$24.8K +260 New
HFS
512
Hantz Financial Services
Michigan
$18K +$11.4K +120 +100%
KIG
513
Kessler Investment Group
Indiana
$18K +$23.8K +250 New
BLC
514
Brown, Lisle/Cummings
Rhode Island
$16.6K – – –
SSB
515
Sandy Spring Bank
Maryland
$16K +$1.43K +15 +7%
TPCW
516
TD Private Client Wealth
New York
$15.2K +$1.14K +12 +6%
SWM
517
Selective Wealth Management
Virginia
$15K -$476 -5 -2%
HCM
518
Highlander Capital Management
New Jersey
$15K – – –
TSWM
519
Tyler-Stone Wealth Management
Ohio
$15K – – –
FPB
520
First PREMIER Bank
South Dakota
$15K +$19K +200 New
HCP
521
Hexagon Capital Partners
Arkansas
$15K +$19K +200 New
HNB
522
Huntington National Bank
Ohio
$13K – – –
LWCFA
523
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
PWMG
524
Prestige Wealth Management Group
New Jersey
$13K +$857 +9 +6%
HWP
525
Highline Wealth Partners
California
$12.9K +$16.7K +175 New