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Name Holding Trade Value Shares
Change
Change in
Stake
TF
1051
TimeScale Financial
Massachusetts
$18K
WLPWM
1052
Walled Lake Planning & Wealth Management
Illinois
$18K +$98 +1 +0.6%
EWA
1053
Evolution Wealth Advisors
Florida
$18K +$2.93K +30 +20%
IAS
1054
IMA Advisory Services
Colorado
$17K
MHR
1055
Matthew Hamilton Rosenberg
$17K
ATC
1056
Adirondack Trust Company
New York
$15K
KTC
1057
Kistler-Tiffany Companies
Pennsylvania
$15K
LWM
1058
Liberty Wealth Management
California
$15K +$4.79K +49 +51%
CA
1059
Crewe Advisors
Utah
$15K +$14.1K +144 New
BBL
1060
Beck Bode LLC
Massachusetts
$15K +$14.7K +150 New
BWP
1061
Baldwin Wealth Partners
Massachusetts
$14K
WB
1062
West Bancorporation
Iowa
$13K
AA
1063
Advisory Alpha
Michigan
$13K +$12.3K +126 New
NIC
1064
Northwest Investment Counselors
Oregon
$13K +$12.7K +130 New
Millennium Management
1065
Millennium Management
New York
$13K +$3.63M +37,163 +41%
FP
1066
Financial Perspectives
Minnesota
$12.7K
CSPIA
1067
Cary Street Partners Investment Advisory
Virginia
$12K +$11.7K +120 New
CYG
1068
Clean Yield Group
Vermont
$11K -$19.6K -200 -66%
JFA
1069
JNBA Financial Advisors
Minnesota
$11K
TSW
1070
Thompson Siegel & Walmsley
Virginia
$11K
HWM
1071
HighMark Wealth Management
Minnesota
$10K
LS
1072
Leelyn Smith
Illinois
$10K
TWA
1073
TCI Wealth Advisors
Arizona
$10K
VCM
1074
Versant Capital Management
Arizona
$10K
CHA
1075
Carmichael Hill & Associates
Maryland
$9K