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Name Holding Trade Value Shares
Change
Change in
Stake
LF
1876
LifeSteps Financial
California
$9.23K +$10.7K +45 New
CWM
1877
Copia Wealth Management
Oregon
$8.82K
MWA
1878
Medallion Wealth Advisors
Connecticut
$8.81K
JWM
1879
JPL Wealth Management
Colorado
$8.41K -$10.7K -45 -52%
ACA
1880
American Capital Advisory
Idaho
$8.41K +$7.11K +30 +273%
TWM
1881
Tripletail Wealth Management
Florida
$8.35K -$711 -3 -7%
WB
1882
Webster Bank
Connecticut
$8.2K -$16.6K -70 -64%
GTAM
1883
Global Trust Asset Management
Florida
$8K -$75.6K -319 -89%
MWM
1884
Mascoma Wealth Management
New Hampshire
$7.79K +$711 +3 +9%
AA
1885
Addison Advisors
Vermont
$7.59K -$47.6K -201 -84%
ISWM
1886
Intesa Sanpaolo Wealth Management
$7.58K -$33.2K -140 -79%
AIS
1887
Advocate Investing Services
Maryland
$7.38K
IRAG
1888
Investment Research & Advisory Group
Georgia
$7.18K -$36.2K -153 -81%
ICM
1889
Islay Capital Management
Texas
$7.18K -$9.48K -40 -53%
STB
1890
S&T Bank
Pennsylvania
$7.18K -$7.11K -30 -46%
CIAS
1891
CBIZ Investment Advisory Services
Ohio
$7.05K
MNA
1892
Manning & Napier Advisors
New York
$6.81K +$7.11K +30 +1,000%
BWM
1893
Bernard Wealth Management
Michigan
$6.77K
BFS
1894
Bare Financial Services
Pennsylvania
$6.77K +$5.21K +22 +200%
SIM
1895
Synergy Investment Management
Florida
$6.47K +$1.9K +8 +42%
FMP
1896
Financial Management Professionals
Texas
$6.36K +$4.97K +21 +210%
MIM
1897
MTM Investment Management
South Carolina
$6.15K -$40.3K -170 -85%
BGA
1898
Battery Global Advisors
Massachusetts
$6.15K
CYG
1899
Clean Yield Group
Vermont
$6.15K
UFPG
1900
United Financial Planning Group
New York
$5.95K