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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
2126
Twin Peaks Wealth Advisors
California
$104K +$88.1K +286 New
MWM
2127
Mascoma Wealth Management
New Hampshire
$103K – – –
BCMLT
2128
Beacon Capital Management LLC (Tennessee)
Tennessee
$103K -$4.31K -14 -5%
VNA
2129
Valley National Advisers
Pennsylvania
$103K +$2.46K +8 +3%
CB
2130
Centennial Bank
Arkansas
$102K -$3.08K -10 -3%
CWM
2131
Centricity Wealth Management
Ohio
$101K -$30.8K -100 -26%
BHWM
2132
Beaird Harris Wealth Management
Texas
$100K +$1.85K +6 +2%
PWA
2133
Physician Wealth Advisors
Utah
$99.6K +$2.77K +9 +3%
BTC
2134
Bank & Trust Company
Illinois
$97.8K – – –
CCMI
2135
Creative Capital Management Investments
California
$97.1K – – –
WWM
2136
Wolff Wiese Magana
California
$96.4K +$1.54K +5 +2%
FC
2137
Fairscale Capital
New Hampshire
$95K +$1.23K +4 +2%
HIIFS
2138
Harel Insurance Investments & Financial Services
Israel
$95K +$20K +65 +32%
SA
2139
Scarborough Advisors
Maryland
$94.6K +$81.6K +265 New
GPI
2140
General Partner Inc
Pennsylvania
$94.2K – – –
SSG
2141
Summit Securities Group
New York
$93.9K +$81K +263 New
CM
2142
Castleark Management
Illinois
$92.8K -$197K -640 -71%
CSC
2143
Cove Street Capital
California
$92.8K – – –
HCM
2144
Horrell Capital Management
Arkansas
$92.8K – – –
AAG
2145
Armstrong Advisory Group
Massachusetts
$91.7K – – –
AIM
2146
Arcadia Investment Management
Michigan
$89.2K – – –
SWIM
2147
Smallwood Wealth Investment Management
New Jersey
$89.2K – – –
LWMI
2148
Legacy Wealth Management (Idaho)
Idaho
$88.9K -$4.62K -15 -6%
LIS
2149
Legacy Investment Solutions
Idaho
$88.9K +$76.7K +249 New
AT
2150
Avalon Trust
New Mexico
$87.8K -$15.4K -50 -17%