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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1001
Tradewinds Capital Management
Washington
$17K
MF
1002
Manchester Financial
California
$17K +$4.95K +54 +34%
SNT
1003
Security National Trust
West Virginia
$17K +$13.9K +152 +217%
EWM
1004
EPG Wealth Management
Georgia
$17K +$19.6K +214 New
MPWT
1005
MassMutual Private Wealth & Trust
Connecticut
$16K -$19.1K -208 -50%
FFC
1006
First Financial Corp
Indiana
$16K
FMII
1007
Farmers & Merchants Investments Inc
Nebraska
$16K +$275 +3 +1%
AP
1008
Atwood & Palmer
Missouri
$16K +$18.3K +200 New
EW
1009
Evoke Wealth
California
$16K -$5.32K -58 -22%
EARNEST Partners
1010
EARNEST Partners
Georgia
$15K
TF
1011
Tompkins Financial
New York
$15K
TPWA
1012
TRUE Private Wealth Advisors
Oregon
$15K
VCP
1013
Verus Capital Partners
Arizona
$15K
WAS
1014
Winch Advisory Services
Wisconsin
$15K +$183 +2 +1%
BWA
1015
Burt Wealth Advisors
Maryland
$15K +$10.7K +117 +152%
KTC
1016
Kistler-Tiffany Companies
Pennsylvania
$14K -$45.8K -500 -77%
PFSC
1017
Peoples Financial Services Corp
Pennsylvania
$14K -$825 -9 -5%
APW
1018
Acima Private Wealth
Virginia
$14K
CWM
1019
Cranbrook Wealth Management
Michigan
$14K
WLPWM
1020
Walled Lake Planning & Wealth Management
Illinois
$14K +$92 +1 +0.6%
KPW
1021
Kore Private Wealth
New York
$13K -$33.2K -362 -68%
IAS
1022
IMA Advisory Services
Colorado
$13K
TF
1023
TimeScale Financial
Massachusetts
$13K
RWM
1024
Raffa Wealth Management
District of Columbia
$12.6K +$1.83K +20 +14%
LS
1025
Leelyn Smith
Illinois
$12K -$41.3K -450 -74%