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Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
2076
Advocacy Wealth Management Services
Georgia
$19K -$25.7K -269 -54%
MIFH
2077
Migdal Insurance & Financial Holdings
Israel
$19K +$6.21K +65 +40%
AWM
2078
Aevitas Wealth Management
Massachusetts
$19K +$21.6K +226 New
FMTCOCP
2079
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17.4K -$1.73M -18,074 -99%
MAM
2080
Meeder Asset Management
Ohio
$17K -$60.3K -632 -76%
MCM
2081
Monument Capital Management
Virginia
$17K +$19.9K +208 New
TWMP
2082
Taylor Wealth Management Partners
Massachusetts
$16K -$2.77M -29,051 -99%
WCM
2083
Wealthcare Capital Management
Virginia
$16K -$10K -105 -35%
HFP
2084
Holistic Financial Partners
Indiana
$16K +$17.8K +186 New
WAS
2085
Winch Advisory Services
Wisconsin
$15K -$2K -21 -10%
PS
2086
Portfolio Strategies
New York
$15K +$17.4K +182 New
Financial Engines Advisors
2087
Financial Engines Advisors
California
$13K -$8.69K -91 -36%
FCA
2088
Florence Capital Advisors
New York
$12K
ST
2089
Somerset Trust
Pennsylvania
$11K -$3.53K -37 -22%
LWA
2090
Lenox Wealth Advisors
New York
$11K +$11.9K +125 +2,500%
WAM
2091
Watermark Asset Management
California
$9K -$7.07K -74 -40%
TAM
2092
Troy Asset Management
United Kingdom
$9K
TG
2093
TLP Group
Illinois
$9K +$859 +9 +9%
LWA
2094
Lowe Wealth Advisors
Maryland
$7K -$6.68K -70 -47%
BGC
2095
Beutel, Goodman & Co
Ontario, Canada
$7K +$10K +105 New
AWM
2096
Avondale Wealth Management
Texas
$6K +$7.35K +77 New
BCMIO
2097
Beacon Capital Management Inc (Ohio)
Ohio
$5K
RWM
2098
Raffa Wealth Management
District of Columbia
$4.36K -$22.5K -236 -82%
CI Investments Inc
2099
CI Investments Inc
Ontario, Canada
$3K -$32.1M -336,384 -100%
PSW
2100
Portfolio Strategies (Washington)
Washington
$3K