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