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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
1426
True Wealth Design
Ohio
$91K +$13.3K +47 +17%
NECFA
1427
New England Capital Financial Advisors
Connecticut
$88.8K +$283 +1 +0.3%
HWA
1428
Heritage Wealth Advisors
Virginia
$88.5K – – –
RFG
1429
REAP Financial Group
Texas
$85.9K +$283 +1 +0.3%
MI
1430
Markowski Investments
Florida
$84.8K +$87K +308 New
JWM
1431
JPL Wealth Management
Colorado
$84.1K +$4.24K +15 +5%
CAL
1432
Capital Advisors Ltd
Ohio
$82K – – –
SN
1433
Sittner & Nelson
Oregon
$81.7K – – –
BAM
1434
Bellevue Asset Management
Washington
$79.4K – – –
GKIM
1435
GW&K Investment Management
Massachusetts
$77K +$5.65K +20 +8%
CIA
1436
Cape Investment Advisory
Georgia
$76.9K +$78.8K +279 New
FC
1437
Financial Consulate
Maryland
$75.9K -$1.7K -6 -2%
PF
1438
PlanVest Financial
Maryland
$75K +$283 +1 +0.4%
AF
1439
Advisornet Financial
Minnesota
$74.9K -$2.54K -9 -3%
S
1440
Sachetta
Massachusetts
$74.3K +$1.13K +4 +2%
SGFG
1441
Silver Grove Financial Group
New York
$74.2K +$76K +269 New
MWM
1442
Mascoma Wealth Management
New Hampshire
$69.8K – – –
GSWM
1443
Golden State Wealth Management
California
$69.1K +$29.1K +103 +70%
TPW
1444
TOP Private Wealth
Connecticut
$68.1K +$69.8K +247 New
WAG
1445
Wilkerson Advisory Group
Missouri
$67K +$27.1K +96 +65%
UOTTAIMCU
1446
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$66.7K +$37K +131 +118%
WA
1447
Walsh & Associates
Florida
$66.4K – – –
SHIM
1448
Stone House Investment Management
Pennsylvania
$66.4K +$2.83K +10 +4%
ECM
1449
Estabrook Capital Management
New York
$65.1K -$8.47K -30 -11%
KFAS
1450
Keating Financial Advisory Services
Kansas
$63.7K +$14.1K +50 +28%