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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1026
Wolff Wiese Magana
California
$13K – – –
Loomis, Sayles & Company
1027
Loomis, Sayles & Company
Massachusetts
$13K +$554 +15 +4%
HFM
1028
Hartford Financial Management
Connecticut
$13K +$5.69K +154 +77%
MPWT
1029
MassMutual Private Wealth & Trust
Connecticut
$12K -$179K -4,850 -93%
PMFA
1030
Plante Moran Financial Advisors
Michigan
$12K -$9.49K -257 -44%
WOC
1031
West Oak Capital
California
$12K – – –
FWM
1032
Focused Wealth Management
New York
$11K -$240K -6,500 -96%
NFSG
1033
Newbridge Financial Services Group
Florida
$11K -$3.62K -98 -24%
FPFS
1034
First Personal Financial Services
North Carolina
$11K – – –
KC
1035
Kenfarb & Co
Kentucky
$11K – – –
DWP
1036
Destiny Wealth Partners
Florida
$11K +$11.5K +311 New
AWM
1037
Accel Wealth Management
Iowa
$10K – – –
RA
1038
Rise Advisors
New York
$10K +$74 +2 +0.7%
CM
1039
Cornerstone Management
Georgia
$9.22K – – –
HIA
1040
Harbor Investment Advisory
Maryland
$9K -$35.4K -959 -80%
Credit Agricole
1041
Credit Agricole
France
$9K -$9.64K -261 -52%
AA
1042
AlphaMark Advisors
Kentucky
$9K – – –
AP
1043
Atwood & Palmer
Missouri
$9K – – –
GWSG
1044
GPS Wealth Strategies Group
Colorado
$9K – – –
MTIC
1045
Missouri Trust & Investment Company
Missouri
$9K – – –
CAC
1046
Core Alternative Capital
Georgia
$9K +$7.13K +193 +420%
PCM
1047
Penserra Capital Management
California
$8K -$4.28K -116 -32%
NSB
1048
Norway Savings Bank
Maine
$8K – – –
CCA
1049
Column Capital Advisors
Indiana
$8K +$37 +1 +0.4%
CIR
1050
Clear Investment Research
Georgia
$8K +$74 +2 +1%