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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1051
Baystate Wealth Management
Massachusetts
$10.1K
BHWM
1052
Beaird Harris Wealth Management
Texas
$10.1K
TSWM
1053
Tyler-Stone Wealth Management
Ohio
$10K
VNA
1054
Valley National Advisers
Pennsylvania
$10K +$2.1K +23 +23%
AAP
1055
Arax Advisory Partners
Colorado
$9.98K -$1.37K -15 -12%
CSWM
1056
Cassady Schiller Wealth Management
Ohio
$9.97K
JFG
1057
JDM Financial Group
Texas
$9.54K
LF
1058
Lee Financial
Texas
$9.46K
FDCC
1059
Foster Dykema Cabot & Co
Massachusetts
$9K
LJHT
1060
Laurie J. Hall Trustee
$9K
TIM
1061
Thompson Investment Management
Wisconsin
$8.67K -$12.2K -133 -57%
BC
1062
Belmont Capital
California
$8.67K
CT
1063
Colonial Trust
South Carolina
$8.67K
RWPA
1064
Richard W. Paul & Associates
Michigan
$8.67K
FCMT
1065
Founders Capital Management (Texas)
Texas
$8.5K
WTC
1066
WhitTier Trust Company
Nevada
$8.24K -$10.1K -110 -54%
KA
1067
Kozak & Associates
Colorado
$8.09K
ITIM
1068
Indiana Trust & Investment Management
Indiana
$8.07K +$8.51K +93 New
N
1069
Natixis
France
$7.98K
BFPW
1070
BOK Financial Private Wealth
Colorado
$7.89K +$4.12K +45 +98%
MFC
1071
Mechanics Financial Corp
Ohio
$7.37K
BIA
1072
Bell Investment Advisors
California
$7.11K -$824 -9 -10%
GWMIA
1073
Global Wealth Management Investment Advisory
Florida
$7.11K -$458 -5 -6%
NECFA
1074
New England Capital Financial Advisors
Connecticut
$7.11K
WAS
1075
Winch Advisory Services
Wisconsin
$7K