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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1001
Sugarloaf Wealth Management
Georgia
$38.3K
CT
1002
Colonial Trust
South Carolina
$38K +$6.55K +186 +21%
FCT
1003
First Community Trust
Iowa
$37.5K
OWP
1004
ORG Wealth Partners
Texas
$36.8K +$36.2K +1,027 New
JWA
1005
JFS Wealth Advisors
Pennsylvania
$36.5K +$846 +24 +2%
CWM
1006
Cranbrook Wealth Management
Michigan
$36K
WI
1007
Wintrust Investments
Illinois
$36K -$368K -10,445 -91%
CAM
1008
Close Asset Management
United Kingdom
$36K
SC
1009
Sawyer & Company
Massachusetts
$36K
LCM
1010
Logan Capital Management
Pennsylvania
$35.9K
RA
1011
Rise Advisors
New York
$35.6K -$2.64K -75 -7%
WAS
1012
Winch Advisory Services
Wisconsin
$35.5K +$247 +7 +0.7%
WWM
1013
Wolff Wiese Magana
California
$34.7K +$18.3K +518 +115%
MWM
1014
Mascoma Wealth Management
New Hampshire
$34.3K
TWD
1015
True Wealth Design
Ohio
$33.9K -$988K -28,035 -97%
VNA
1016
Valley National Advisers
Pennsylvania
$32K -$58.4K -1,656 -65%
NECFA
1017
New England Capital Financial Advisors
Connecticut
$31.2K +$106 +3 +0.3%
WWP
1018
WR Wealth Planners
Missouri
$30.7K +$211 +6 +0.7%
SSB
1019
Sandy Spring Bank
Maryland
$30.6K -$3.28K -93 -10%
AA
1020
Ancora Advisors
Ohio
$30.4K +$247 +7 +0.8%
HWA
1021
Heritage Wealth Advisors
Virginia
$30.3K +$1.62K +46 +6%
M
1022
MOTCO
Texas
$29.6K +$7.61K +216 +35%
CA
1023
CoreCap Advisors
Michigan
$29.3K -$12.1K -342 -30%
FMB
1024
Field & Main Bank
Kentucky
$28.7K -$7.05K -200 -20%
SIC
1025
Salem Investment Counselors
North Carolina
$28.7K