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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1101
Cranbrook Wealth Management
Michigan
$17K
PFSC
1102
Peoples Financial Services Corp
Pennsylvania
$17K
TF
1103
TimeScale Financial
Massachusetts
$17K
IAS
1104
IMA Advisory Services
Colorado
$16K
BWP
1105
Baldwin Wealth Partners
Massachusetts
$16K +$2.66K +30 +22%
WLPWM
1106
Walled Lake Planning & Wealth Management
Illinois
$16K +$15.4K +173 New
MF
1107
Manchester Financial
California
$15K +$14.2K +160 New
BWM
1108
Baystate Wealth Management
Massachusetts
$14K -$621 -7 -5%
ATC
1109
Adirondack Trust Company
New York
$14K
NCM
1110
New Capital Management
Texas
$14K
IA
1111
IndexIQ Advisors
New York
$14K +$12.9K +145 New
RWM
1112
Raffa Wealth Management
District of Columbia
$13.4K
CAM
1113
CenterStar Asset Management
Illinois
$13K
JSC
1114
Jackson Square Capital
California
$13K +$12K +135 New
FP
1115
Financial Perspectives
Minnesota
$11.7K +$11K +124 New
WQ
1116
Wealth Quarterback
New Jersey
$11.7K +$145K +1,634 New
BBHC
1117
Brown Brothers Harriman & Co
New York
$11K
FEG
1118
Financial Enhancement Group
Indiana
$11K
TWA
1119
TCI Wealth Advisors
Arizona
$11K +$2.22K +25 +28%
HWM
1120
HighMark Wealth Management
Minnesota
$11K +$10.7K +120 New
TSW
1121
Thompson Siegel & Walmsley
Virginia
$10K
BL
1122
Balentine LLC
Georgia
$10K +$888 +10 +11%
JFA
1123
JNBA Financial Advisors
Minnesota
$10K +$1.6K +18 +20%
BCM
1124
Bourgeon Capital Management
Connecticut
$9K
TL
1125
TrueWealth LLC
Georgia
$9K