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Name Holding Trade Value Shares
Change
Change in
Stake
WOC
1001
West Oak Capital
California
$15K +$5.51K +150 +47%
ASBI
1002
American State Bank (Iowa)
Iowa
$14.8K
CCM
1003
Cribstone Capital Management
Maine
$14K
FCG
1004
Financial Connections Group
California
$14K
FP
1005
Financial Perspectives
Minnesota
$13.2K +$37 +1 +0.2%
FC
1006
Family CFO
California
$13.1K
GTAM
1007
Global Trust Asset Management
Florida
$13K -$218K -5,950 -94%
LWP
1008
Lumature Wealth Partners
Georgia
$13K
RBC
1009
Roble Belko & Company
Pennsylvania
$13K
CB
1010
Community Bank
New York
$13K +$14.7K +400 New
SWA
1011
SOA Wealth Advisors
New York
$12K -$6.79K -185 -32%
HFM
1012
Hartford Financial Management
Connecticut
$12K
WWM
1013
Wolff Wiese Magana
California
$12K +$734 +20 +6%
WTA
1014
Washington Trust Advisors
Massachusetts
$11K -$32.2K -876 -73%
KC
1015
Kenfarb & Co
Kentucky
$11K
CAC
1016
Core Alternative Capital
Georgia
$11K +$3.23K +88 +37%
Loomis, Sayles & Company
1017
Loomis, Sayles & Company
Massachusetts
$10K -$1.28K -35 -10%
FPFS
1018
First Personal Financial Services
North Carolina
$10K
FWM
1019
Focused Wealth Management
New York
$10K
KTC
1020
Kistler-Tiffany Companies
Pennsylvania
$10K +$9.69K +264 +1,015%
TCWM
1021
Total Clarity Wealth Management
Illinois
$10K +$11K +300 New
AWM
1022
Accel Wealth Management
Iowa
$9K
GWSG
1023
GPS Wealth Strategies Group
Colorado
$9K
RA
1024
Rise Advisors
New York
$9K +$73 +2 +0.7%
MRCM
1025
M&R Capital Management
New Jersey
$9K +$11K +300 New