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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
651
Mascoma Wealth Management
New Hampshire
$60K -$5.08K -100 -8%
THWM
652
Taylor Hoffman Wealth Management
Virginia
$60K
TPWA
653
TRUE Private Wealth Advisors
Oregon
$57K +$57.7K +1,135 New
MSFP
654
Mark Sheptoff Financial Planning
Connecticut
$56K +$36.6K +720 +180%
PW
655
Price Wealth
Texas
$53K
WAS
656
Winch Advisory Services
Wisconsin
$52K +$406 +8 +0.8%
LWS
657
Lucia Wealth Services
California
$52K +$14.2K +280 +37%
TL
658
TrueWealth LLC
Georgia
$51K +$8.13K +160 +19%
WIM
659
Westside Investment Management
California
$50.5K
VNA
660
Valley National Advisers
Pennsylvania
$50K -$173K -3,398 -77%
LIA
661
LS Investment Advisors
Michigan
$50K
GCM
662
Gables Capital Management
Florida
$49K
LWCFA
663
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48K -$10.2K -200 -17%
LFA
664
Legacy Financial Advisors
Kentucky
$47K +$11K +216 +30%
HT
665
Heritage Trust
Oklahoma
$46K +$9.3K +183 +25%
HWA
666
Heritage Wealth Advisors
Virginia
$45K +$46.3K +911 New
EFSCE
667
Enterprise Financial Services Corp (EFSC)
Missouri
$44K -$8.28K -163 -16%
MCM
668
Manchester Capital Management
Vermont
$44K
Nisa Investment Advisors
669
Nisa Investment Advisors
Missouri
$44K +$44.7K +880 New
WWMSC
670
Wagner Wealth Management (South Carolina)
South Carolina
$43K +$43.6K +859 New
MCM
671
Mainstay Capital Management
Michigan
$42K +$4.17K +82 +11%
BRC
672
Bell Rock Capital
Delaware
$40K
MRCM
673
M&R Capital Management
New Jersey
$40K
TDC
674
Thompson Davis & Co
Virginia
$40K +$15.2K +300 +60%
AAP
675
Arax Advisory Partners
Colorado
$39K -$81.5K -1,605 -67%