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Name Holding Trade Value Shares
Change
Change in
Stake
ST
1051
Somerset Trust
Pennsylvania
$15K +$14.3K +188 New
NFG
1052
Next Financial Group
Texas
$14K -$54.8K -719 -81%
BBNA
1053
Bremer Bank National Association
Minnesota
$14K +$13K +170 New
NFH
1054
NEXT Financial Holdings
Texas
$14K +$13.1K +172 New
BWM
1055
Baystate Wealth Management
Massachusetts
$13K -$12.7K -166 -52%
IAS
1056
IMA Advisory Services
Colorado
$13K
MSA
1057
Marino Stram & Associates
Massachusetts
$13K
NCM
1058
New Capital Management
Texas
$12K
RWM
1059
Raffa Wealth Management
District of Columbia
$11.4K
BWP
1060
Baldwin Wealth Partners
Massachusetts
$11K
EDRH
1061
Edmond de Rothschild Holding
Switzerland
$10K -$64.1K -840 -88%
FEG
1062
Financial Enhancement Group
Indiana
$10K -$8.77K -115 -49%
CIA
1063
CSat Investment Advisory
Michigan
$9K -$610 -8 -7%
TSW
1064
Thompson Siegel & Walmsley
Virginia
$9K
AA
1065
Advisory Alpha
Michigan
$8.5K +$8.01K +105 New
ATC
1066
Adirondack Trust Company
New York
$8K
PFSC
1067
Peoples Financial Services Corp
Pennsylvania
$8K
TFO
1068
Tarbox Family Office
California
$8K
TL
1069
TrueWealth LLC
Georgia
$8K
NIM
1070
NuWave Investment Management
New Jersey
$7K -$87.7K -1,150 -93%
JFA
1071
JNBA Financial Advisors
Minnesota
$7K
LWM
1072
Liberty Wealth Management
California
$7K +$1.3K +17 +21%
FRA
1073
Front Row Advisors
California
$7K +$2.29K +30 +54%
OWA
1074
One Wealth Advisors
California
$7K +$6.79K +89 New
EWM
1075
Executive Wealth Management
Michigan
$6K -$2.06K -27 -26%