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Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
1601
Financial Synergies Wealth Advisors
Texas
$11.6K +$7.57K +23 +256%
EBA
1602
Eagle Bay Advisors
New York
$11.6K -$2.3K -7 -18%
CWAF
1603
Core Wealth Advisors (Florida)
Florida
$11.3K – – –
FDCP
1604
Foster Dykema Cabot & Partners
Massachusetts
$11.3K – – –
SRCM
1605
Signature Resources Capital Management
California
$10.5K – – –
NCM
1606
Northwest Capital Management
Oregon
$10.2K – – –
AW
1607
Avion Wealth
Texas
$10K +$1.65K +5 +25%
PCWA
1608
Pacific Capital Wealth Advisors
California
$9.81K +$8.89K +27 New
RAM
1609
Riggs Asset Management
Pennsylvania
$9.44K +$329 +1 +4%
BSB
1610
Bangor Savings Bank
Maine
$9.08K – – –
LFA
1611
Legend Financial Advisors
Pennsylvania
$8.72K +$5.27K +16 +200%
DF
1612
Dunhill Financial
United Kingdom
$8.64K +$1.32K +4 +20%
TVWM
1613
Tower View Wealth Management
Wisconsin
$8.35K – – –
CAC
1614
Core Alternative Capital
Georgia
$8.35K -$48.7K -148 -87%
TCM
1615
TD Capital Management
Tennessee
$8.35K – – –
CA
1616
Centerpoint Advisors
Massachusetts
$8K – – –
SIC
1617
SJS Investment Consulting
Ohio
$7.63K -$658 -2 -9%
AP
1618
Aspect Partners
Virginia
$7.26K – – –
MDCM
1619
Morgan Dempsey Capital Management
Wisconsin
$7.26K – – –
BL
1620
BFSG LLC
California
$6.92K – – –
FMII
1621
Farmers & Merchants Investments Inc
Nebraska
$6.54K – – –
HNB
1622
Hilltop National Bank
Wyoming
$6.54K +$5.92K +18 New
BFA
1623
BBJS Financial Advisors
Washington
$6.17K – – –
TFA
1624
Transamerica Financial Advisors
Florida
$6K – – –
TCM
1625
Tradewinds Capital Management
Washington
$5.81K – – –