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Name Holding Trade Value Shares
Change
Change in
Stake
APW
1026
Acima Private Wealth
Virginia
$14K +$14.2K +175 New
AA
1027
Advisory Alpha
Michigan
$13.6K +$14.3K +176 New
BWM
1028
Baystate Wealth Management
Massachusetts
$13K +$81 +1 +0.7%
NCM
1029
New Capital Management
Texas
$12K
ATC
1030
Adirondack Trust Company
New York
$12K +$4.05K +50 +50%
RWM
1031
Raffa Wealth Management
District of Columbia
$11.7K +$11.4K +141 New
BWP
1032
Baldwin Wealth Partners
Massachusetts
$11K
NIC
1033
Northwest Investment Counselors
Oregon
$11K +$10.5K +130 New
BBHC
1034
Brown Brothers Harriman & Co
New York
$10K -$189K -2,334 -95%
FEG
1035
Financial Enhancement Group
Indiana
$10K
TFO
1036
Tarbox Family Office
California
$10K
MPWT
1037
MassMutual Private Wealth & Trust
Connecticut
$9K -$7.62K -94 -47%
TSW
1038
Thompson Siegel & Walmsley
Virginia
$9K
SWP
1039
Strategic Wealth Partners
Ohio
$8.07K -$751K -9,270 -81%
EWA
1040
Evolution Wealth Advisors
Florida
$8K
LWM
1041
Liberty Wealth Management
California
$8K
TL
1042
TrueWealth LLC
Georgia
$8K
VCM
1043
Versant Capital Management
Arizona
$8K
FRA
1044
Front Row Advisors
California
$8K +$405 +5 +6%
BL
1045
Balentine LLC
Georgia
$8K +$6.4K +79 +564%
BCM
1046
Bourgeon Capital Management
Connecticut
$8K +$8.1K +100 New
JFA
1047
JNBA Financial Advisors
Minnesota
$7K -$8.1K -100 -53%
GC
1048
Globeflex Capital
California
$7K
TWA
1049
TCI Wealth Advisors
Arizona
$7K
GWS
1050
Glassman Wealth Services
Virginia
$7K +$567 +7 +9%