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Name Holding Trade Value Shares
Change
Change in
Stake
OC
1251
Oakworth Capital
Alabama
$11K
AWM
1252
Avondale Wealth Management
Texas
$11K +$11K +80 New
NCM
1253
Next Capital Management
New York
$11K +$11K +80 New
BHWM
1254
Bay Harbor Wealth Management
Maryland
$11K +$11.3K +82 New
BI
1255
Bramshill Investments
Florida
$10K
IAS
1256
IMA Advisory Services
Colorado
$10K
PO
1257
Private Ocean
California
$10K
AC
1258
Avestar Capital
New York
$10K +$3.71K +27 +42%
PFC
1259
Phocas Financial Corp
California
$10K +$9.63K +70 New
APW
1260
Acima Private Wealth
Virginia
$10K +$10.3K +75 New
MPWT
1261
MassMutual Private Wealth & Trust
Connecticut
$9.59K
Pacer Advisors
1262
Pacer Advisors
Pennsylvania
$9K -$6.87M -49,924 -100%
ME
1263
McIlrath & Eck
Washington
$9K -$6.46K -47 -42%
CT
1264
Clearstead Trust
Maine
$9K -$5.5K -40 -37%
AWM
1265
AllSquare Wealth Management
New York
$9K +$3.85K +28 +70%
LGWM
1266
Litman Gregory Wealth Management
California
$8K
MCM
1267
MV Capital Management
Maryland
$8K
PK
1268
Pflug Koory
Nebraska
$8K
QAM
1269
QCI Asset Management
New York
$8K +$7.98K +58 New
EI
1270
Ellevest Inc
New York
$8K +$8.25K +60 New
FWM
1271
Focused Wealth Management
New York
$8K +$8.25K +60 New
BAM
1272
Bruderman Asset Management
New York
$8K +$8.53K +62 New
WA
1273
WealthTrust-Arizona
Arizona
$7K
HI
1274
Human Investing
Oregon
$7K +$6.74K +49 New
PCM
1275
Princeton Capital Management
New Jersey
$7K +$6.88K +50 New