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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1101
Heritage Wealth Advisors
Virginia
$47K
TWM
1102
Tradition Wealth Management
Minnesota
$46K +$48.4K +224 New
UCB
1103
United Community Bank
South Carolina
$44.3K +$2.16K +10 +5%
HDIM
1104
Hanson & Doremus Investment Management
Vermont
$44K +$31.4K +145 +210%
JWM
1105
Janiczek Wealth Management
Colorado
$44K +$31.8K +147 +219%
KA
1106
Kozak & Associates
Colorado
$43K
OC
1107
Oakmont Corp
California
$42K +$44.3K +205 New
DA
1108
Denali Advisors
California
$41K -$86.5K -400 -67%
SQA
1109
Simon Quick Advisors
New Jersey
$41K -$42.8K -198 -50%
PMFA
1110
Plante Moran Financial Advisors
Michigan
$41K -$2.6K -12 -6%
VCM
1111
Versant Capital Management
Arizona
$41K -$216 -1 -0.5%
MRCM
1112
M&R Capital Management
New Jersey
$41K
BONH
1113
Bank of New Hampshire
New Hampshire
$41K +$43.3K +200 New
FFWM
1114
Future Financial Wealth Management
Ohio
$41K +$43.3K +200 New
IFS
1115
Intelligent Financial Strategies
Minnesota
$40K
VLKIM
1116
Van Lanschot Kempen Investment Management
Netherlands
$37K +$9.08K +42 +30%
FRA
1117
Front Row Advisors
California
$36K -$216 -1 -0.6%
FFA
1118
Freedman Financial Associates
Massachusetts
$36K
GWS
1119
Glassman Wealth Services
Virginia
$36K +$5.41K +25 +16%
HWA
1120
HHM Wealth Advisors
Tennessee
$34K
TFS
1121
TrustCore Financial Services
Tennessee
$34K +$10.4K +48 +40%
CH
1122
Canton Hathaway
Rhode Island
$33K
HA
1123
Homestead Advisers
Virginia
$33K +$34.4K +159 New
GWSG
1124
GPS Wealth Strategies Group
Colorado
$32K
GWMIA
1125
Global Wealth Management Investment Advisory
Florida
$32K +$3.24K +15 +11%