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Name Holding Trade Value Shares
Change
Change in
Stake
MF
1326
Manchester Financial
California
$56K – – –
CB
1327
Community Bank
New York
$54K – – –
BWL
1328
Bogart Wealth LLC
Virginia
$53K – – –
LS
1329
Leelyn Smith
Illinois
$52K – – –
CFG
1330
Capstone Financial Group
Oklahoma
$52K +$40K +200 New
HR
1331
Howe & Rusling
New York
$51K -$2K -10 -5%
F
1332
F3Logic
Minnesota
$50.3K +$40K +200 New
BWA
1333
BDO Wealth Advisors
Florida
$50K – – –
MCM
1334
Manchester Capital Management
Vermont
$50K – – –
ETC
1335
Exchange Traded Concepts
Oklahoma
$50K +$39.6K +198 New
NFSG
1336
Newbridge Financial Services Group
Florida
$50K +$40K +200 New
PCTC
1337
Perkins Coie Trust Company
Washington
$48K – – –
HWM
1338
HighMark Wealth Management
Minnesota
$46K – – –
MS
1339
Mizuho Securities
Japan
$45K +$36K +180 New
M
1340
MOTCO
Texas
$44K -$1.8K -9 -5%
SQA
1341
Simon Quick Advisors
New Jersey
$43K -$4K -20 -10%
EWA
1342
Evolution Wealth Advisors
Florida
$43K – – –
KFS
1343
Kelly Financial Services
Massachusetts
$41.9K – – –
JWA
1344
JFS Wealth Advisors
Pennsylvania
$40K -$800 -4 -2%
TC
1345
Truvestments Capital
Florida
$38K -$16K -80 -35%
ST
1346
Sageworth Trust
Pennsylvania
$38K -$1K -5 -3%
FFC
1347
First Financial Corp
Indiana
$38K – – –
SFG
1348
Sowa Financial Group
Rhode Island
$38K – – –
MPWT
1349
MassMutual Private Wealth & Trust
Connecticut
$38K +$17.2K +86 +134%
JWM
1350
Jeppson Wealth Management
California
$38K +$30K +150 New