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Name Holding Trade Value Shares
Change
Change in
Stake
HI
651
Hudock Inc
Pennsylvania
$65K +$4.32K +85 +7%
MWM
652
Mascoma Wealth Management
New Hampshire
$60K -$5.08K -100 -8%
THWM
653
Taylor Hoffman Wealth Management
Virginia
$60K – – –
TPWA
654
TRUE Private Wealth Advisors
Oregon
$57K +$57.7K +1,135 New
MSFP
655
Mark Sheptoff Financial Planning
Connecticut
$56K +$36.6K +720 +180%
PW
656
Price Wealth
Texas
$53K – – –
WAS
657
Winch Advisory Services
Wisconsin
$52K +$406 +8 +0.8%
LWS
658
Lucia Wealth Services
California
$52K +$14.2K +280 +37%
TL
659
TrueWealth LLC
Georgia
$51K +$8.13K +160 +19%
WIM
660
Westside Investment Management
California
$50.5K – – –
VNA
661
Valley National Advisers
Pennsylvania
$50K -$173K -3,398 -77%
LIA
662
LS Investment Advisors
Michigan
$50K – – –
GCM
663
Gables Capital Management
Florida
$49K – – –
LWCFA
664
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48K -$10.2K -200 -17%
LFA
665
Legacy Financial Advisors
Kentucky
$47K +$11K +216 +30%
HT
666
Heritage Trust
Oklahoma
$46K +$9.3K +183 +25%
HWA
667
Heritage Wealth Advisors
Virginia
$45K +$46.3K +911 New
EFSCE
668
Enterprise Financial Services Corp (EFSC)
Missouri
$44K -$8.28K -163 -16%
MCM
669
Manchester Capital Management
Vermont
$44K – – –
Nisa Investment Advisors
670
Nisa Investment Advisors
Missouri
$44K +$44.7K +880 New
WWMSC
671
Wagner Wealth Management (South Carolina)
South Carolina
$43K +$43.6K +859 New
MCM
672
Mainstay Capital Management
Michigan
$42K +$4.17K +82 +11%
BRC
673
Bell Rock Capital
Delaware
$40K – – –
MRCM
674
M&R Capital Management
New Jersey
$40K – – –
TDC
675
Thompson Davis & Co
Virginia
$40K +$15.2K +300 +60%