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Name Holding Trade Value Shares
Change
Change in
Stake
BSB
426
Bangor Savings Bank
Maine
$982 – – –
NCM
427
Northwest Capital Management
Oregon
$954 – – –
TIM
428
Tortoise Investment Management
New York
$842 – – –
BWAM
429
Boyd Watterson Asset Management
Ohio
$813 – – –
BHWM
430
Beaird Harris Wealth Management
Texas
$730 – – –
TH
431
TCTC Holdings
Texas
$701 – – –
CAS
432
Coppell Advisory Solutions
Texas
$674 – – –
SIC
433
SJS Investment Consulting
Ohio
$618 +$69 +2 +10%
CWM
434
CarsonAllaria Wealth Management
Illinois
$561 – – –
JMF
435
Johnson Midwest Financial
Iowa
$561 – – –
LF
436
Lee Financial
Texas
$561 – – –
SN
437
Sittner & Nelson
Oregon
$561 – – –
VWM
438
Valley Wealth Managers
New Jersey
$561 – – –
WB
439
Webster Bank
Connecticut
$561 – – –
CWC
440
Carolinas Wealth Consulting
North Carolina
$482 – – –
LWANC
441
Laurel Wealth Advisors (North Carolina)
North Carolina
$449 – – –
OP
442
ORG Partners
Indiana
$380 -$618 -18 -58%
BWL
443
Bogart Wealth LLC
Virginia
$365 -$69 -2 -13%
GEA
444
Glen Eagle Advisors
New Jersey
$365 – – –
VCM
445
Versant Capital Management
Arizona
$365 – – –
SWA
446
SOA Wealth Advisors
New York
$306 – – –
TFM
447
TFC Financial Management
Massachusetts
$281 – – –
NC
448
NewSquare Capital
Pennsylvania
$252 – – –
RA
449
Rise Advisors
New York
$248 – – –
AIC
450
Archer Investment Corporation
Indiana
$224 – – –