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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
751
Prestige Wealth Management Group
New Jersey
$8K – – –
COCM
752
Charter Oak Capital Management
New Hampshire
$8K +$100 +2 +1%
TFM
753
TFC Financial Management
Massachusetts
$8K +$8.04K +160 New
SOW
754
State of Wyoming
Wyoming
$8K +$8.09K +161 New
GKIM
755
GW&K Investment Management
Massachusetts
$7K – – –
MWC
756
MBM Wealth Consultants
Missouri
$7K +$7.23K +144 New
HWMA
757
Heritage Wealth Management (Arizona)
Arizona
$6K -$52.9K -1,054 -90%
AA
758
Addison Advisors
Vermont
$6K -$9.09K -181 -58%
CCM
759
Cribstone Capital Management
Maine
$6K – – –
GAM
760
Gemmer Asset Management
California
$6K – – –
IAS
761
IMA Advisory Services
Colorado
$6K – – –
LPWM
762
Lake Point Wealth Management
Texas
$6K – – –
MRCM
763
M&R Capital Management
New Jersey
$6K – – –
SNT
764
Security National Trust
West Virginia
$6K – – –
SWA
765
Sutton Wealth Advisors
Florida
$5.31K – – –
APWA
766
Atlas Private Wealth Advisors
New Jersey
$5K -$3.57K -71 -40%
MFM
767
MD Financial Management
Ontario, Canada
$5K – – –
NC
768
NewSquare Capital
Pennsylvania
$5K – – –
PCFFS
769
Pacific Center for Financial Services
California
$5K – – –
SC
770
Sawyer & Company
Massachusetts
$5K – – –
Zurich Cantonal Bank
771
Zurich Cantonal Bank
Switzerland
$5K +$4.72K +94 New
CS
772
Candriam SCA
Luxembourg
$4K – – –
DAC
773
Dividend Assets Capital
South Carolina
$4K – – –
FMP
774
Financial Management Professionals
Texas
$4K – – –
MAM
775
McCarthy Asset Management
California
$4K – – –