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Name Holding Trade Value Shares
Change
Change in
Stake
LWP
826
Laurel Wealth Planning
Minnesota
$11K – – –
CAL
827
Capital Analysts LLC
Pennsylvania
$11K +$2K +4 +18%
BC
828
Barrett & Company
Rhode Island
$10.9K +$10K +20 New
CWM
829
Castle Wealth Management
Florida
$10K -$35.1K -70 -74%
AWM
830
Atticus Wealth Management
Florida
$10K – – –
TIM
831
Tortoise Investment Management
New York
$10K – – –
ARMC
832
American Research & Management Company
Massachusetts
$10K +$12.5K +25 New
OLVIG
833
Oliver Lagore Vanvalin Investment Group
Michigan
$9K -$26.1K -52 -71%
HR
834
Howe & Rusling
New York
$9K -$4.51K -9 -29%
HI
835
Hudock Inc
Pennsylvania
$9K – – –
BWL
836
Bogart Wealth LLC
Virginia
$9K +$5.51K +11 +100%
BIA
837
Bell Investment Advisors
California
$8K -$3.01K -6 -23%
SA
838
SRH Advisors
Kansas
$8K – – –
BWM
839
Baystate Wealth Management
Massachusetts
$7K – – –
LF
840
Lee Financial
Texas
$7K – – –
FWM
841
Focused Wealth Management
New York
$7K +$7.51K +15 +750%
SIM
842
Studio Investment Management
Illinois
$6.23K – – –
UCB
843
United Community Bank
South Carolina
$6.23K – – –
FSWA
844
Financial Synergies Wealth Advisors
Texas
$5.4K – – –
ARS
845
Adirondack Retirement Specialists
New York
$5K +$6.01K +12 New
KFS
846
Kelly Financial Services
Massachusetts
$4.15K – – –
CQS
847
Credential Qtrade Securities
$4.15K +$1.5K +3 +43%
MCM
848
Manchester Capital Management
Vermont
$4K -$6.51K -13 -57%
BCH
849
Berkshire Capital Holdings
California
$4K – – –
DAC
850
Dividend Assets Capital
South Carolina
$4K – – –