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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
1001
Sandy Spring Bank
Maryland
$32.6K +$5.25K +146 +17%
KI
1002
Kapitalo Investimentos
Brazil
$32.2K -$241K -6,700 -87%
WWM
1003
Wolff Wiese Magana
California
$32.1K +$539 +15 +2%
WWP
1004
WR Wealth Planners
Missouri
$32K +$4.57K +127 +15%
C
1005
Covestor
United Kingdom
$32K -$4.35K -121 -11%
MWM
1006
Mascoma Wealth Management
New Hampshire
$31.2K – – –
SFGP
1007
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$31K +$34.2K +951 New
HIW
1008
Holos Integrated Wealth
Pennsylvania
$30.7K +$33.8K +941 New
VNA
1009
Valley National Advisers
Pennsylvania
$29K – – –
NECFA
1010
New England Capital Financial Advisors
Connecticut
$28.5K +$144 +4 +0.5%
AA
1011
Ancora Advisors
Ohio
$28.4K +$863 +24 +3%
MCCP
1012
Mission Creek Capital Partners
California
$28.4K +$564K +15,699 New
AF
1013
Advisornet Financial
Minnesota
$27.7K -$9.56K -266 -24%
SIC
1014
Salem Investment Counselors
North Carolina
$26.1K – – –
HWA
1015
Heritage Wealth Advisors
Virginia
$26.1K -$1.65K -46 -5%
FMB
1016
Field & Main Bank
Kentucky
$26.1K – – –
SAM
1017
Synergy Asset Management
Washington
$25.8K +$25.8K +718 New
AGWCA
1018
Annis Gardner Whiting Capital Advisors
Florida
$24.7K -$34.9K -970 -56%
MCM
1019
MV Capital Management
Maryland
$24K -$1.37K -38 -5%
CAL
1020
Capital Analysts LLC
Pennsylvania
$24K – – –
PWA
1021
Physician Wealth Advisors
Utah
$23.6K +$26K +722 New
GWSA
1022
Global Wealth Strategies & Associates
Colorado
$23.3K – – –
CSC
1023
Caldwell Sutter Capital
California
$22.8K – – –
CFFP
1024
Center for Financial Planning
Michigan
$22.7K – – –
S
1025
Sachetta
Massachusetts
$22.5K -$1.29K -36 -5%