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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
701
TCI Wealth Advisors
Arizona
$8K -$19.3K -357 -70%
GWM
702
Geneos Wealth Management
Colorado
$8K -$1.51K -28 -16%
SFG
703
SevenBridge Financial Group
Pennsylvania
$8K
JCM
704
Jacobi Capital Management
Pennsylvania
$8K +$4.16K +77 +96%
RFA
705
Reilly Financial Advisors
California
$8K +$8.38K +155 New
DSN
706
D. Scott Neal
Kentucky
$6K
GAM
707
Gemmer Asset Management
California
$6K
VNA
708
Valley National Advisers
Pennsylvania
$6K
CCA
709
Catalyst Capital Advisors
New York
$5K -$2.54K -47 -34%
GBT
710
Grove Bank & Trust
Florida
$5K
RBC
711
Roble Belko & Company
Pennsylvania
$5K
MDCM
712
Morgan Dempsey Capital Management
Wisconsin
$5K +$5.13K +95 New
WIM
713
Westside Investment Management
California
$4.74K -$1.24K -23 -20%
PFGIA
714
Patriot Financial Group Insurance Agency
Massachusetts
$4K
PK
715
Pflug Koory
Nebraska
$4K
MSFP
716
Mark Sheptoff Financial Planning
Connecticut
$4K +$54 +1 +1%
RIM
717
Ranger Investment Management
Texas
$4K +$3.73K +69 New
TFO
718
Tarbox Family Office
California
$3K
TIM
719
Tortoise Investment Management
New York
$3K +$2.81K +52 New
AAP
720
Arax Advisory Partners
Colorado
$2K
DAM
721
Delta Asset Management
Tennessee
$2K +$2.38K +44 New
MPWT
722
MassMutual Private Wealth & Trust
Connecticut
$1.07K +$1.08K +20 New
TFA
723
Transamerica Financial Advisors
Florida
$1K -$54 -1 -25%
FMP
724
Financial Management Professionals
Texas
$1K
MWM
725
Mascoma Wealth Management
New Hampshire
$1K