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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
976
Annapolis Financial Services
Maryland
$36K
RCA
977
Ranch Capital Advisors
Florida
$36K
BFC
978
Bedel Financial Consulting
Indiana
$35K
GSAM
979
Grant Street Asset Management
Pennsylvania
$35K +$48 +1 +0.1%
BWP
980
Baldwin Wealth Partners
Massachusetts
$34K
FA
981
Financial Advantage
Maryland
$33K
RIM
982
Rockbridge Investment Management
New York
$33K
HR
983
Howe & Rusling
New York
$32K
BWM
984
Baystate Wealth Management
Massachusetts
$32K +$144 +3 +0.5%
BCM
985
Bourgeon Capital Management
Connecticut
$31K -$23.8K -495 -45%
LF
986
Lee Financial
Texas
$31K
TFO
987
Tarbox Family Office
California
$31K
WB
988
Webster Bank
Connecticut
$31K
LC
989
Lindbrook Capital
California
$29K +$1.25K +26 +5%
LWA
990
Lenox Wealth Advisors
New York
$28K
CAGAS
991
Capital Advisory Group Advisory Services
Minnesota
$28K +$144 +3 +0.6%
MWP
992
Meridian Wealth Partners
Pennsylvania
$27K +$3.31K +69 +15%
SWA
993
SOA Wealth Advisors
New York
$27K +$5.23K +109 +25%
GWS
994
Glassman Wealth Services
Virginia
$26K -$4.99K -104 -17%
BCA
995
Berman Capital Advisors
Georgia
$26K
SC
996
Solstein Capital
California
$26K +$24K +500 New
CIA
997
CSat Investment Advisory
Michigan
$25K +$1.73K +36 +8%
KFP
998
KB Financial Partners
New Jersey
$25K +$23.7K +493 New
FRA
999
Front Row Advisors
California
$23K -$1.73K -36 -7%
M
1000
MOTCO
Texas
$23K -$960 -20 -4%