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Name Holding Trade Value Shares
Change
Change in
Stake
PB
1051
Pinnacle Bancorp
Nebraska
$15K
CAIM
1052
Catherine Avery Investment Management
Florida
$14.4K
EWM
1053
Evermay Wealth Management
Virginia
$14.2K
BCV
1054
Banque Cantonale Vaudoise
Switzerland
$14K -$269K -3,055 -95%
NECFA
1055
New England Capital Financial Advisors
Connecticut
$13.8K
ETS
1056
ESL Trust Services
New York
$13.8K +$3.34K +38 +35%
MWPCG
1057
Measured Wealth Private Client Group
New Hampshire
$13.5K +$12.8K +145 New
SHM
1058
Sagard Holdings Management
Ontario, Canada
$13.4K
SC
1059
Solstein Capital
California
$13K
DWA
1060
Delos Wealth Advisors
Texas
$13K +$12.3K +140 New
MAS
1061
MPWM Advisory Solutions
Georgia
$12.3K
CPG
1062
Cornerstone Planning Group
New Jersey
$12.2K +$1.76K +20 +19%
WTA
1063
Washington Trust Advisors
Massachusetts
$12K +$11.3K +129 New
FWM
1064
FSA Wealth Management
Massachusetts
$11.6K
BIA
1065
Bell Investment Advisors
California
$11.6K +$528 +6 +5%
RFA
1066
Reyes Financial Architecture
California
$10.8K
AIM
1067
Access Investment Management
Georgia
$10.6K
JFA
1068
JNBA Financial Advisors
Minnesota
$10.6K
WWA
1069
Wealth Watch Advisors
Colorado
$10.6K +$10K +114 New
RDFA
1070
Ritter Daniher Financial Advisory
Ohio
$10.3K
GSWM
1071
Golden State Wealth Management
California
$10.1K
CAL
1072
Capital Advisors Ltd
Ohio
$10K
MSWA
1073
Marshall & Sterling Wealth Advisors
New York
$9.88K
DF
1074
Dunhill Financial
United Kingdom
$9.37K +$88 +1 +1%
GEA
1075
Glen Eagle Advisors
New Jersey
$9.32K -$22.9K -260 -72%