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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
551
Mascoma Wealth Management
New Hampshire
$6.41K
OSNBOA
552
Old Second National Bank of Aurora
Illinois
$5.67K
CP
553
Castleview Partners
Texas
$5.57K +$5.68K +91 New
BA
554
Bellwether Advisors
Nebraska
$5.49K
CS
555
Comerica Securities
Michigan
$5.19K +$5.31K +85 New
IGWM
556
ICA Group Wealth Management
Colorado
$5.19K +$5.31K +85 New
HT
557
Headlands Technologies
Illinois
$5K +$4.87K +78 New
TCOV
558
Trust Company of Vermont
Vermont
$4.88K
GI
559
Gradient Investments
Minnesota
$4.76K +$375 +6 +8%
CYG
560
Clean Yield Group
Vermont
$4.51K
NIC
561
Northwest Investment Counselors
Oregon
$4.51K
NFSG
562
Newbridge Financial Services Group
Florida
$4.45K -$6.31K -101 -58%
CAC
563
Core Alternative Capital
Georgia
$4.45K -$5.81K -93 -56%
MWM
564
MinichMacGregor Wealth Management
New York
$4.03K +$4.12K +66 New
CT
565
Cambridge Trust
Massachusetts
$4K
EI
566
Ellevest Inc
New York
$3.97K -$26.5K -424 -87%
LWANC
567
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.9K
CWP
568
Concord Wealth Partners
Virginia
$3.66K +$3.75K +60 New
EARNEST Partners
569
EARNEST Partners
Georgia
$3.42K
TAM
570
Tucker Asset Management
Colorado
$3.42K
SWA
571
Sutton Wealth Advisors
Florida
$3.23K +$1.94K +31 +141%
BFA
572
BBJS Financial Advisors
Washington
$3.17K +$3.25K +52 New
TF
573
Tompkins Financial
New York
$3K +$2.81K +45 New
BIA
574
Bell Investment Advisors
California
$2.68K -$1.62K -26 -37%
PWMG
575
Prestige Wealth Management Group
New Jersey
$2.68K