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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3251
Financial Avengers
California
$106K +$609 +2 +0.6%
OBWP
3252
O'Brien Wealth Partners
Massachusetts
$105K +$85.3K +280 +528%
C
3253
Covestor
United Kingdom
$104K -$9.14K -30 -8%
VNIM
3254
Vaughan Nelson Investment Management
Texas
$103K +$99K +325 New
SFFS
3255
Stonehage Fleming Financial Services
Jersey
$101K -$183K -600 -65%
NC
3256
NewSquare Capital
Pennsylvania
$98.9K -$113K -370 -54%
FCT
3257
First Community Trust
Iowa
$97K – – –
LIA
3258
Luken Investment Analytics
Tennessee
$97K +$93.5K +307 New
ACA
3259
Atlas Capital Advisors
Wyoming
$95.4K -$7.92K -26 -8%
FFA
3260
Fairfield Financial Advisors
Massachusetts
$94.5K -$4.26K -14 -4%
FSWA
3261
Financial Synergies Wealth Advisors
Texas
$91.9K +$39.3K +129 +80%
OWA
3262
One Wealth Advisors
California
$90.7K +$87.4K +287 New
AWM
3263
Accel Wealth Management
Iowa
$90.1K +$305 +1 +0.4%
CCM
3264
Cribstone Capital Management
Maine
$88.1K -$1.52K -5 -2%
CMBA
3265
C.M. Bidwell & Associates
Hawaii
$87.2K +$68.5K +225 +441%
LFA
3266
Legend Financial Advisors
Pennsylvania
$85.3K +$25K +82 +44%
LWA
3267
Lowe Wealth Advisors
Maryland
$84.9K -$15.2K -50 -16%
TCM
3268
TD Capital Management
Tennessee
$83.9K +$7.31K +24 +10%
RBC
3269
Roble Belko & Company
Pennsylvania
$83K – – –
MAWCM
3270
Mine & Arao Wealth Creation & Management
California
$80.8K – – –
Q
3271
QVR
California
$78K +$75.2K +247 New
HWM
3272
HighMark Wealth Management
Minnesota
$73K +$914 +3 +1%
BHWM
3273
Bay Harbor Wealth Management
Maryland
$71K – – –
TC
3274
Tacita Capital
Ontario, Canada
$67K – – –
BC
3275
Belmont Capital
California
$65K – – –
129 130
131
132 133