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Name Holding Trade Value Shares
Change
Change in
Stake
VCP
1101
Verus Capital Partners
Arizona
$18K +$16.6K +187 New
NMC
1102
Nine Masts Capital
Hong Kong
$18K +$16.9K +190 New
TPWA
1103
TRUE Private Wealth Advisors
Oregon
$18K +$17.8K +200 New
APW
1104
Acima Private Wealth
Virginia
$17K – – –
CWM
1105
Cranbrook Wealth Management
Michigan
$17K – – –
PFSC
1106
Peoples Financial Services Corp
Pennsylvania
$17K – – –
TF
1107
TimeScale Financial
Massachusetts
$17K – – –
IAS
1108
IMA Advisory Services
Colorado
$16K – – –
BWP
1109
Baldwin Wealth Partners
Massachusetts
$16K +$2.66K +30 +22%
WLPWM
1110
Walled Lake Planning & Wealth Management
Illinois
$16K +$15.4K +173 New
MF
1111
Manchester Financial
California
$15K +$14.2K +160 New
BWM
1112
Baystate Wealth Management
Massachusetts
$14K -$621 -7 -5%
ATC
1113
Adirondack Trust Company
New York
$14K – – –
NCM
1114
New Capital Management
Texas
$14K – – –
IA
1115
IndexIQ Advisors
New York
$14K +$12.9K +145 New
RWM
1116
Raffa Wealth Management
District of Columbia
$13.4K – – –
CAM
1117
CenterStar Asset Management
Illinois
$13K – – –
JSC
1118
Jackson Square Capital
California
$13K +$12K +135 New
FP
1119
Financial Perspectives
Minnesota
$11.7K +$11K +124 New
WQ
1120
Wealth Quarterback
New Jersey
$11.7K +$145K +1,634 New
BBHC
1121
Brown Brothers Harriman & Co
New York
$11K – – –
FEG
1122
Financial Enhancement Group
Indiana
$11K – – –
TWA
1123
TCI Wealth Advisors
Arizona
$11K +$2.22K +25 +28%
HWM
1124
HighMark Wealth Management
Minnesota
$11K +$10.7K +120 New
TSW
1125
Thompson Siegel & Walmsley
Virginia
$10K – – –