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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1001
Highlander Capital Management
New Jersey
$29K
AWM
1002
Aevitas Wealth Management
Massachusetts
$29K +$145 +1 +0.5%
PGWM
1003
Parisi Gray Wealth Management
New Jersey
$28K -$14.9K -103 -34%
AWM
1004
AllSquare Wealth Management
New York
$27K
CA
1005
Crewe Advisors
Utah
$27K
JAM
1006
Jolley Asset Management
North Carolina
$27K +$29K +200 New
GTAM
1007
Global Trust Asset Management
Florida
$26K
OFS
1008
Orrstown Financial Services
Pennsylvania
$26K
OSNBOA
1009
Old Second National Bank of Aurora
Illinois
$25K
LWA
1010
Lenox Wealth Advisors
New York
$25K +$20.7K +143 +386%
WDL
1011
Well Done LLC
Michigan
$25K +$26.8K +185 New
VCM
1012
Versant Capital Management
Arizona
$24K -$18.2K -126 -41%
HWM
1013
Holloway Wealth Management
Florida
$23K
HT
1014
Heritage Trust
Oklahoma
$22K +$4.63K +32 +24%
TFS
1015
TrustCore Financial Services
Tennessee
$21K
AC
1016
Avestar Capital
New York
$21K +$434 +3 +2%
SFM
1017
Signet Financial Management
New Jersey
$21K +$22.3K +154 New
FIB
1018
First Interstate Bank
Montana
$20K
AWMS
1019
Advocacy Wealth Management Services
Georgia
$20K +$4.92K +34 +31%
RFWA
1020
RPg Family Wealth Advisory
Massachusetts
$19.4K +$20.6K +142 New
FCFS
1021
First Command Financial Services
Texas
$19K -$5.65K -39 -22%
FCB
1022
First Command Bank
Texas
$18.6K -$5.65K -39 -22%
FC
1023
Ferris Capital
Massachusetts
$17K +$17.7K +122 New
BWM
1024
Baystate Wealth Management
Massachusetts
$16K
BWA
1025
Burt Wealth Advisors
Maryland
$16K