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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
951
Strategic Wealth Partners
Ohio
$36.5K +$53 +1 +0%
BFC
952
Bedel Financial Consulting
Indiana
$36K
BCA
953
Berman Capital Advisors
Georgia
$35K
TVWM
954
Tower View Wealth Management
Wisconsin
$35K +$158 +3 +0.5%
FA
955
Financial Advantage
Maryland
$33K
BWM
956
Baystate Wealth Management
Massachusetts
$32K +$158 +3 +0.5%
BC
957
Bartlett & Co
Ohio
$32K +$581 +11 +2%
BCWM
958
Bartlett & Co Wealth Management
Ohio
$32K +$581 +11 +2%
WB
959
Webster Bank
Connecticut
$31K -$10.6K -200 -25%
SGAM
960
Smith Group Asset Management
Texas
$31K -$1.06K -20 -3%
NSIM
961
North Star Investment Management
Illinois
$31K +$31.7K +600 New
VEA
962
Virtus ETF Advisers
New York
$30K
GAM
963
Gemmer Asset Management
California
$28K +$528 +10 +2%
PMFA
964
Plante Moran Financial Advisors
Michigan
$27K +$1.48K +28 +6%
KWA
965
KCS Wealth Advisory
California
$26.7K +$26.9K +510 New
LWA
966
Lenox Wealth Advisors
New York
$25K +$24.9K +471 New
AWM
967
AllSquare Wealth Management
New York
$23K
TCCM
968
Timber Creek Capital Management
Massachusetts
$23K
LWA
969
Lowe Wealth Advisors
Maryland
$21K
JAM
970
JCIC Asset Management
Ontario, Canada
$21K +$21.1K +400 New
GWMIA
971
Global Wealth Management Investment Advisory
Florida
$20K
VCM
972
Versant Capital Management
Arizona
$20K
RE
973
RBC Europe
United Kingdom
$19.9K
NIM
974
NuWave Investment Management
New Jersey
$19K -$403K -7,624 -96%
TFO
975
Tarbox Family Office
California
$19K