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Name Holding Trade Value Shares
Change
Change in
Stake
EW
1026
Evoke Wealth
California
$19K +$659 +8 +4%
AP
1027
Atwood & Palmer
Missouri
$17K – – –
BWA
1028
Burt Wealth Advisors
Maryland
$17K – – –
EARNEST Partners
1029
EARNEST Partners
Georgia
$17K – – –
FFC
1030
First Financial Corp
Indiana
$17K – – –
TF
1031
Tompkins Financial
New York
$17K – – –
TPWA
1032
TRUE Private Wealth Advisors
Oregon
$17K – – –
WAS
1033
Winch Advisory Services
Wisconsin
$17K +$165 +2 +1%
JWA
1034
JFS Wealth Advisors
Pennsylvania
$17K +$16.5K +200 New
CWM
1035
Cranbrook Wealth Management
Michigan
$16K – – –
TF
1036
TimeScale Financial
Massachusetts
$16K – – –
APW
1037
Acima Private Wealth
Virginia
$15K – – –
PFSC
1038
Peoples Financial Services Corp
Pennsylvania
$15K – – –
WLPWM
1039
Walled Lake Planning & Wealth Management
Illinois
$15K +$82 +1 +0.6%
TFA
1040
Transamerica Financial Advisors
Florida
$15K +$13.7K +167 New
RWM
1041
Raffa Wealth Management
District of Columbia
$14.5K +$412 +5 +3%
ATC
1042
Adirondack Trust Company
New York
$14K – – –
IAS
1043
IMA Advisory Services
Colorado
$14K – – –
MHR
1044
Matthew Hamilton Rosenberg
$14K +$13.6K +165 New
KPW
1045
Kore Private Wealth
New York
$13K -$1.56K -19 -11%
KTC
1046
Kistler-Tiffany Companies
Pennsylvania
$13K – – –
EWA
1047
Evolution Wealth Advisors
Florida
$13K +$10.7K +130 +765%
BWP
1048
Baldwin Wealth Partners
Massachusetts
$12K -$2.47K -30 -18%
WB
1049
West Bancorporation
Iowa
$11K -$216K -2,626 -95%
FP
1050
Financial Perspectives
Minnesota
$10.8K – – –