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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
526
Janiczek Wealth Management
Colorado
$2.33K +$306 +4 +16%
BWM
527
Baystate Wealth Management
Massachusetts
$2K – – –
PTC
528
Private Trust Company
Ohio
$2K +$689 +9 +64%
ONST
529
Old North State Trust
North Carolina
$2K +$1.53K +20 New
CAL
530
Capital Advisors Ltd
Ohio
$2K +$1.99K +26 New
HS
531
Horan Securities
United States
$1.85K – – –
AWM
532
Abound Wealth Management
Tennessee
$1.77K – – –
SIC
533
SJS Investment Consulting
Ohio
$1.77K -$230 -3 -12%
DI
534
Disciplined Investments
Oklahoma
$1.77K -$77 -1 -4%
CTA
535
Colonial Trust Advisors
South Carolina
$1.77K +$1.68K +22 New
RAM
536
Riggs Asset Management
Pennsylvania
$1.61K – – –
CS
537
Comerica Securities
Michigan
$1.53K +$1.45K +19 New
GFWA
538
Grey Fox Wealth Advisors
Delaware
$1.45K +$1.38K +18 New
AAP
539
Arax Advisory Partners
Colorado
$1.36K – – –
CAM
540
ClariVest Asset Management
California
$1K – – –
SC
541
Sierra Capital
Florida
$1K – – –
AA
542
Ancora Advisors
Ohio
$1K +$612 +8 New
EBA
543
Eagle Bay Advisors
New York
$964 – – –
AA
544
Addison Advisors
Vermont
$803 – – –
LFG
545
Larson Financial Group
Missouri
$803 – – –
FA
546
Fiduciary Alliance
South Carolina
$723 +$689 +9 New
FSWA
547
Financial Synergies Wealth Advisors
Texas
$402 – – –
MPCL
548
My Personal CFO LLC
Washington
$402 +$383 +5 New
AWM
549
Accurate Wealth Management
Florida
$398 +$383 +5 New
CWC
550
Carolinas Wealth Consulting
North Carolina
$321 – – –