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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
926
Selective Wealth Management
Virginia
$17K – – –
NF
927
Norwood Financial
Pennsylvania
$16K +$14.9K +355 New
PO
928
Private Ocean
California
$15K – – –
BWM
929
Baystate Wealth Management
Massachusetts
$15K +$42 +1 +0.3%
MCM
930
MV Capital Management
Maryland
$15K +$967 +23 +7%
IAG
931
Investmark Advisory Group
Connecticut
$15K +$14.7K +350 New
SWA
932
Sutton Wealth Advisors
Florida
$15K – – –
CWM
933
Cranbrook Wealth Management
Michigan
$14K – – –
OIA
934
Optimum Investment Advisors
Illinois
$14K – – –
CAL
935
Capital Analysts LLC
Pennsylvania
$14K +$42 +1 +0.3%
AFS
936
Annapolis Financial Services
Maryland
$14K +$84 +2 +0.6%
CSB
937
City State Bank
Iowa
$14K +$12.6K +300 New
TSWM
938
Tyler-Stone Wealth Management
Ohio
$14K +$12.6K +300 New
HWM
939
Holloway Wealth Management
Florida
$13K – – –
PG
940
Proffitt & Goodson
Tennessee
$13K – – –
EL
941
EMFO LLC
Florida
$11K – – –
FMP
942
Financial Management Professionals
Texas
$11K – – –
KFI
943
Key Financial Inc
Pennsylvania
$11K – – –
TFGT
944
TS Financial Group (TSFG)
Illinois
$11K – – –
VCM
945
Versant Capital Management
Arizona
$11K – – –
GWSG
946
GPS Wealth Strategies Group
Colorado
$11K +$7.23K +172 +212%
BAM
947
Barrett Asset Management
New York
$11K +$9.84K +234 New
SIAP
948
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K +$10.5K +250 New
RWM
949
Raffa Wealth Management
District of Columbia
$10.5K – – –
WBC
950
West Branch Capital
Massachusetts
$10K – – –