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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
726
Selective Wealth Management
Virginia
$15K
CAL
727
Capital Analysts LLC
Pennsylvania
$15K +$16.3K +324 New
BU
728
BBVA USA
Alabama
$14K
TFGT
729
TS Financial Group (TSFG)
Illinois
$14K
GWS
730
Glassman Wealth Services
Virginia
$14K +$5.63K +112 +62%
MWM
731
Mascoma Wealth Management
New Hampshire
$14K +$14.7K +292 New
CB
732
CNB Bank
Pennsylvania
$13K
CA
733
Crewe Advisors
Utah
$13K
IFAM
734
Institutional & Family Asset Management
Colorado
$13K
WB
735
Webster Bank
Connecticut
$13K
SAM
736
Strategic Asset Management
Minnesota
$13K +$13.4K +267 New
MSFP
737
Mark Sheptoff Financial Planning
Connecticut
$11K
LFG
738
Larson Financial Group
Missouri
$11K +$151 +3 +1%
VCM
739
Vigilant Capital Management
Maine
$11K +$5.73K +114 +96%
HCM
740
Highlander Capital Management
New Jersey
$10K
SIAP
741
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K
AW
742
Avion Wealth
Texas
$10K +$4.02K +80 +67%
ACA
743
Atlas Capital Advisors
Wyoming
$9.74K +$10.2K +204 New
EWM
744
Evermay Wealth Management
Virginia
$9K -$16.1K -320 -62%
AWM
745
Avondale Wealth Management
Texas
$9K
CCA
746
Column Capital Advisors
Indiana
$9K
TAIM
747
TD Ameritrade Investment Management
Nebraska
$8K -$4.77K -95 -36%
TF
748
TimeScale Financial
Massachusetts
$8K -$3.97K -79 -32%
HC
749
Hoese & Co
Minnesota
$8K
PWMG
750
Prestige Wealth Management Group
New Jersey
$8K