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Name Holding Trade Value Shares
Change
Change in
Stake
MFW
1051
Mosaic Family Wealth
Missouri
$15K +$4.12K +54 +39%
ST
1052
Somerset Trust
Pennsylvania
$15K +$14.3K +188 New
NFG
1053
Next Financial Group
Texas
$14K -$54.8K -719 -81%
BBNA
1054
Bremer Bank National Association
Minnesota
$14K +$13K +170 New
NFH
1055
NEXT Financial Holdings
Texas
$14K +$13.1K +172 New
BWM
1056
Baystate Wealth Management
Massachusetts
$13K -$12.7K -166 -52%
IAS
1057
IMA Advisory Services
Colorado
$13K – – –
MSA
1058
Marino Stram & Associates
Massachusetts
$13K – – –
NCM
1059
New Capital Management
Texas
$12K – – –
RWM
1060
Raffa Wealth Management
District of Columbia
$11.4K – – –
BWP
1061
Baldwin Wealth Partners
Massachusetts
$11K – – –
EDRH
1062
Edmond de Rothschild Holding
Switzerland
$10K -$64.1K -840 -88%
FEG
1063
Financial Enhancement Group
Indiana
$10K -$8.77K -115 -49%
CIA
1064
CSat Investment Advisory
Michigan
$9K -$610 -8 -7%
TSW
1065
Thompson Siegel & Walmsley
Virginia
$9K – – –
AA
1066
Advisory Alpha
Michigan
$8.5K +$8.01K +105 New
ATC
1067
Adirondack Trust Company
New York
$8K – – –
PFSC
1068
Peoples Financial Services Corp
Pennsylvania
$8K – – –
TFO
1069
Tarbox Family Office
California
$8K – – –
TL
1070
TrueWealth LLC
Georgia
$8K – – –
NIM
1071
NuWave Investment Management
New Jersey
$7K -$87.7K -1,150 -93%
JFA
1072
JNBA Financial Advisors
Minnesota
$7K – – –
LWM
1073
Liberty Wealth Management
California
$7K +$1.3K +17 +21%
FRA
1074
Front Row Advisors
California
$7K +$2.29K +30 +54%
OWA
1075
One Wealth Advisors
California
$7K +$6.79K +89 New