Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1351
EverSource Wealth Advisors
Alabama
$24K +$23K +404 New
SMC
1352
Smith, Moore & Co
Missouri
$24K +$23.7K +415 New
AIM
1353
AHL Investment Management
Florida
$24K +$24.3K +427 New
WPA
1354
West Paces Advisors
Georgia
$23K -$4.45K -78 -16%
FCT
1355
First Community Trust
Iowa
$22.2K +$22.4K +392 New
CCC
1356
Crescent Capital Consulting
Louisiana
$22K +$684 +12 +3%
RCG
1357
Rock Creek Group
District of Columbia
$21K -$5.64K -99 -21%
FWM
1358
Focused Wealth Management
New York
$21K +$1.48K +26 +8%
WWMSC
1359
Wagner Wealth Management (South Carolina)
South Carolina
$21K +$2.4K +42 +13%
COCM
1360
Charter Oak Capital Management
New Hampshire
$21K +$20.9K +367 New
AW
1361
Alaethes Wealth
Nevada
$20K – – –
BIMC
1362
Benson Investment Management Company
Virginia
$20K – – –
SWA
1363
SOA Wealth Advisors
New York
$20K – – –
BA
1364
Bivin & Associates
Oklahoma
$20K +$19.7K +346 New
BBPWM
1365
Blue Bell Private Wealth Management
Pennsylvania
$20K +$20.3K +356 New
TF
1366
Tompkins Financial
New York
$19K -$7.7K -135 -28%
AWM
1367
AllSquare Wealth Management
New York
$19K – – –
NOI
1368
Newton One Investments
Delaware
$19K – – –
CWC
1369
Carolinas Wealth Consulting
North Carolina
$19K +$1.14K +20 +6%
PAI
1370
Pittenger & Anderson Inc
Nebraska
$18K -$1.14K -20 -6%
BDWM
1371
Brewin Dolphin Wealth Management
Ireland
$18K – – –
WBC
1372
West Branch Capital
Massachusetts
$18K +$2.28K +40 +14%
RWM
1373
Raffa Wealth Management
District of Columbia
$17.2K -$741 -13 -4%
VNA
1374
Valley National Advisers
Pennsylvania
$17K – – –
AA
1375
Addison Advisors
Vermont
$17K +$798 +14 +5%