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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Mascoma Wealth Management
New Hampshire
$12K – – –
NCM
377
New Capital Management
Texas
$12K – – –
VFA
378
Valeo Financial Advisors
Indiana
$12K – – –
WT
379
Whittier Trust
California
$12K – – –
WAM
380
Wealthspire Advisors (Maryland)
Maryland
$12K +$857 +14 +7%
RCAG
381
Rehmann Capital Advisory Group
Michigan
$12K +$12.2K +199 New
KCPG
382
Kavar Capital Partners Group
Kansas
$12K +$12.2K +200 New
WEC
383
Winslow Evans & Crocker
Massachusetts
$10.1K – – –
PCP
384
Proficio Capital Partners
Massachusetts
$10K -$5.94K -97 -37%
MUS
385
Mitsubishi UFJ Securities
Japan
$10K – – –
ACA
386
Atlas Capital Advisors
Wyoming
$9.9K +$10.3K +168 New
TFS
387
TrustCore Financial Services
Tennessee
$9K – – –
AS
388
Altshuler Shaham
Israel
$9K +$31.1K +508 New
SWMG
389
Signature Wealth Management Group
Georgia
$8K – – –
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$8K +$3.12K +51 +65%
MOS
391
MGO One Seven
Ohio
$7K – – –
NWM
392
Northwest Wealth Management
Iowa
$7K +$7.59K +124 New
HNB
393
Huntington National Bank
Ohio
$6K -$1.29K -21 -16%
ARMC
394
American Research & Management Company
Massachusetts
$6K – – –
FBT
395
First Bank & Trust
South Dakota
$6K – – –
KA
396
Kaizen Advisory
Illinois
$6K – – –
LYV
397
Live Your Vision
Pennsylvania
$6K +$122 +2 +2%
BBA
398
Braun-Bostich & Associates
Pennsylvania
$5K – – –
TCM
399
Tradewinds Capital Management
Washington
$5K – – –
JCM
400
Jacobi Capital Management
Pennsylvania
$5K +$61 +1 +1%