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