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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
651
Mascoma Wealth Management
New Hampshire
$66K
HI
652
Hudock Inc
Pennsylvania
$61K -$11.9K -236 -16%
THWM
653
Taylor Hoffman Wealth Management
Virginia
$60K
OIA
654
Optimum Investment Advisors
Illinois
$59K +$101 +2 +0.2%
LWCFA
655
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$58K
JCM
656
Jacobi Capital Management
Pennsylvania
$55K +$353 +7 +0.6%
EFSCE
657
Enterprise Financial Services Corp (EFSC)
Missouri
$53K
PW
658
Price Wealth
Texas
$53K +$12.9K +257 +32%
WAS
659
Winch Advisory Services
Wisconsin
$51K -$1.61K -32 -3%
WIM
660
Westside Investment Management
California
$50.6K
LIA
661
LS Investment Advisors
Michigan
$50K
GCM
662
Gables Capital Management
Florida
$49K +$49.1K +975 New
MCM
663
Manchester Capital Management
Vermont
$44K
TL
664
TrueWealth LLC
Georgia
$43K -$2.27K -45 -5%
PFA
665
Pathway Financial Advisors
Vermont
$41K
BRC
666
Bell Rock Capital
Delaware
$40K
MRCM
667
M&R Capital Management
New Jersey
$40K
H
668
Hexavest
Quebec, Canada
$39K
PSC
669
Prentiss Smith & Co
Vermont
$39K
TSW
670
Thompson Siegel & Walmsley
Virginia
$39K
HFM
671
Hartford Financial Management
Connecticut
$38K
MCM
672
Mainstay Capital Management
Michigan
$38K
LWS
673
Lucia Wealth Services
California
$38K +$10.6K +210 +39%
LFA
674
Legacy Financial Advisors
Kentucky
$38K +$12.6K +250 +52%
HT
675
Heritage Trust
Oklahoma
$37K