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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
751
Tortoise Investment Management
New York
$29K
WTB
752
Washington Trust Bank
Washington
$29K +$2.45K +49 +10%
DWM
753
Destination Wealth Management
California
$29K +$4.05K +81 +17%
CWM
754
Cranbrook Wealth Management
Michigan
$27K
SFSIG
755
San Francisco Sentry Investment Group
California
$27K
PWMG
756
Prestige Wealth Management Group
New Jersey
$27K +$3.5K +70 +15%
CWA
757
Clarus Wealth Advisors
Arizona
$26K +$300 +6 +1%
LWS
758
Lucia Wealth Services
California
$26K +$19.1K +383 +358%
MWM
759
Mascoma Wealth Management
New Hampshire
$25K -$23K -460 -49%
DOA
760
D'Orazio & Associates
Virginia
$25K +$16K +320 +200%
HGWM
761
Harvest Group Wealth Management
Massachusetts
$24K +$23K +460 New
BCI
762
Brinker Capital Investments
Pennsylvania
$24K +$23K +461 New
BWA
763
Burt Wealth Advisors
Maryland
$23K
CCMW
764
Cypress Capital Management (Wyoming)
Wyoming
$23K
EWM
765
Endurance Wealth Management
Rhode Island
$22K
HCM
766
Highlander Capital Management
New Jersey
$22K
AWM
767
Aevitas Wealth Management
Massachusetts
$22K +$50 +1 +0.2%
IAS
768
IMA Advisory Services
Colorado
$21K
MFW
769
Mosaic Family Wealth
Missouri
$21K
FGAM
770
Financial Gravity Asset Management
Texas
$21K +$19.6K +393 New
CFA
771
Camarda Financial Advisors
Florida
$21K +$19.9K +398 New
SQA
772
Simon Quick Advisors
New Jersey
$21K +$20K +400 New
CF
773
Centaurus Financial
California
$20.6K +$22K +440 +176%
PK
774
Pflug Koory
Nebraska
$20K
LWANC
775
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K