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Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
1051
Jackson Grant Investment Advisers
Connecticut
$25K +$23.7K +527 New
CAL
1052
Capital Analysts LLC
Pennsylvania
$24K -$90 -2 -0.4%
BAM
1053
Bellevue Asset Management
Washington
$24K – – –
BWA
1054
Burt Wealth Advisors
Maryland
$24K – – –
MSFP
1055
Mark Sheptoff Financial Planning
Connecticut
$22K – – –
VNA
1056
Valley National Advisers
Pennsylvania
$22K – – –
FWM
1057
Focused Wealth Management
New York
$21K -$1.03K -23 -5%
MF
1058
Manchester Financial
California
$21K – – –
SWM
1059
Selective Wealth Management
Virginia
$21K – – –
Kayne Anderson Rudnick Investment Management
1060
Kayne Anderson Rudnick Investment Management
California
$20K – – –
CWC
1061
Carolinas Wealth Consulting
North Carolina
$20K +$5.03K +112 +35%
BWM
1062
BNC Wealth Management
Oregon
$20K +$18.9K +420 New
APWM
1063
Atlas Private Wealth Management
New York
$19K -$43.4K -966 -70%
SBL
1064
Sargent Bickham Lagudis
Colorado
$19K – – –
HGWM
1065
Harvest Group Wealth Management
Massachusetts
$19K +$2.25K +50 +14%
BIMC
1066
Benson Investment Management Company
Virginia
$17K – – –
EWM
1067
Elmwood Wealth Management
California
$17K – – –
AWM
1068
AllSquare Wealth Management
New York
$16K -$1.89K -42 -11%
WPA
1069
West Paces Advisors
Georgia
$15.4K – – –
SIAS
1070
Shine Investment Advisory Services
Colorado
$15K – – –
RWM
1071
Raffa Wealth Management
District of Columbia
$14.2K – – –
FPFS
1072
First Personal Financial Services
North Carolina
$14K – – –
TCM
1073
Tradewinds Capital Management
Washington
$14K – – –
RG
1074
Retirement Group
California
$14K +$45 +1 +0.3%
EWM
1075
Edge Wealth Management
New York
$13K – – –