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Name Holding Trade Value Shares
Change
Change in
Stake
FNBOSM
1676
First National Bank of South Miami
Florida
$8K
THWM
1677
Taylor Hoffman Wealth Management
Virginia
$7K +$6.57K +39 New
BCM
1678
Bourgeon Capital Management
Connecticut
$6K
MWA
1679
Moser Wealth Advisors
Washington
$6K
WAMC
1680
Western Asset Management Company
California
$6K +$4.72K +28 New
CWA
1681
Carolina Wealth Advisors
South Carolina
$5K
LFG
1682
LifePlan Financial Group
Ohio
$5K
RBC
1683
Roble Belko & Company
Pennsylvania
$5K
ARMC
1684
American Research & Management Company
Massachusetts
$5K +$4.72K +28 New
HGWM
1685
Harvest Group Wealth Management
Massachusetts
$5K +$5.05K +30 New
HWM
1686
HighMark Wealth Management
Minnesota
$4K
IWP
1687
IAG Wealth Partners
Wisconsin
$4K
SCA
1688
Stuart Chaussee & Associates
California
$4K
PW
1689
Price Wealth
Texas
$4K +$1.01K +6 +40%
ADL
1690
Asset Dedication LLC
California
$3K
LAS
1691
Lloyd Advisory Services
Georgia
$3K
PG
1692
Proffitt & Goodson
Tennessee
$3K
MFT
1693
Moisand Fitzgerald Tamayo
Florida
$3K +$2.53K +15 New
BCH
1694
Berkshire Capital Holdings
California
$2K
CIM
1695
Contravisory Investment Management
Massachusetts
$2K
JWA
1696
JFS Wealth Advisors
Pennsylvania
$2K
PCFFS
1697
Pacific Center for Financial Services
California
$2K
DI
1698
Disciplined Investments
Oklahoma
$1K
LWA
1699
Lowe Wealth Advisors
Maryland
$1K
TFA
1700
Transamerica Financial Advisors
Florida
$1K +$337 +2 New