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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1851
Baystate Wealth Management
Massachusetts
$586K -$15.6K -137 -2%
AP
1852
AtonRa Partners
Switzerland
$585K -$908K -7,995 -60%
SW
1853
Solidarity Wealth
Utah
$584K -$242K -2,135 -28%
RF
1854
Resolute Financial
Massachusetts
$584K +$227 +2 +0%
MAG
1855
MRA Advisory Group
New Jersey
$583K -$53.6K -472 -8%
RCA
1856
Ranch Capital Advisors
Florida
$582K +$114 +1 +0%
P
1857
&Partners
Tennessee
$582K +$97.9K +862 +19%
AA
1858
Advisory Alpha
Michigan
$581K +$3.75K +33 +0.6%
GWANC
1859
Guardian Wealth Advisors (North Carolina)
North Carolina
$576K +$120K +1,056 +25%
BFA
1860
BMS Financial Advisors
South Dakota
$575K +$27.3K +240 +5%
DA
1861
Doliver Advisors
Texas
$575K +$67.6K +595 +13%
PMG
1862
ProVise Management Group
Florida
$572K -$31.6K -278 -5%
HFS
1863
Heritage Financial Services
Massachusetts
$572K +$909 +8 +0.2%
FFA
1864
Fragasso Financial Advisors
Pennsylvania
$572K +$2.04K +18 +0.3%
VWA
1865
Visionary Wealth Advisors
Illinois
$571K -$2.16K -19 -0.4%
KTC
1866
Kistler-Tiffany Companies
Pennsylvania
$571K – – –
UAML
1867
US Asset Management LLC
Pennsylvania
$571K – – –
SNB
1868
Security National Bank
Nebraska
$570K -$117K -1,031 -16%
LB
1869
Leo Brokerage
Texas
$569K -$297K -2,615 -33%
BEC
1870
Blue Edge Capital
Virginia
$566K -$25.6K -225 -4%
MWM
1871
MBE Wealth Management
Wisconsin
$566K -$16.7K -147 -3%
MFC
1872
Mechanics Financial Corp
Ohio
$562K -$130K -1,149 -18%
CSWM
1873
Cassady Schiller Wealth Management
Ohio
$562K +$12.3K +108 +2%
AIP
1874
Almanack Investment Partners
Pennsylvania
$562K +$229K +2,020 +64%
FIM
1875
Fernwood Investment Management
Massachusetts
$561K – – –