Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
1326
Kathleen S. Wright Associates
Pennsylvania
$20K +$22.9K +452 New
PWMG
1327
Prestige Wealth Management Group
New Jersey
$19K -$4.26K -84 -16%
HBW
1328
Hazlett, Burt & Watson
West Virginia
$19K – – –
CMP
1329
Coston McIsaac & Partners
Maine
$18K -$2.08K -41 -9%
PP
1330
Pacifica Partners
Canada
$18K – – –
CWAF
1331
Core Wealth Advisors (Florida)
Florida
$17K -$1.12M -22,034 -98%
EWM
1332
Evermay Wealth Management
Virginia
$17K -$50.7K -1,000 -72%
AWM
1333
Abound Wealth Management
Tennessee
$16.2K +$18.7K +369 New
AW
1334
Avion Wealth
Texas
$16K – – –
BIMC
1335
Benson Investment Management Company
Virginia
$16K – – –
CSPAM
1336
Cary Street Partners Asset Management
Virginia
$16K +$18.2K +358 New
SIC
1337
SJS Investment Consulting
Ohio
$16K +$19.1K +377 New
Loomis, Sayles & Company
1338
Loomis, Sayles & Company
Massachusetts
$15K -$109K -2,153 -86%
IHWM
1339
Iron Horse Wealth Management
Iowa
$15K -$56.6K -1,116 -76%
SWA
1340
SOA Wealth Advisors
New York
$15K -$203 -4 -1%
AWM
1341
AllSquare Wealth Management
New York
$15K – – –
NOI
1342
Newton One Investments
Delaware
$15K – – –
FCT
1343
First Community Trust
Iowa
$14K -$3.19K -63 -16%
PAI
1344
Pittenger & Anderson Inc
Nebraska
$14K – – –
VNA
1345
Valley National Advisers
Pennsylvania
$14K – – –
NIC
1346
Northwest Investment Counselors
Oregon
$14K +$8.97K +177 +118%
RWM
1347
Raffa Wealth Management
District of Columbia
$13.3K – – –
WA
1348
Win Advisors
Florida
$13K -$1.47K -29 -9%
DSC
1349
Duncker Streett & Co
Missouri
$13K – – –
RAM
1350
Riggs Asset Management
Pennsylvania
$13K – – –