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Name Holding Trade Value Shares
Change
Change in
Stake
VL
1101
Vima LLC
Michigan
$2.29K +$2.22K +50 New
TFM
1102
TFC Financial Management
Massachusetts
$2.16K -$355 -8 -15%
PVH
1103
Psagot Value Holdings
Israel
$2K – – –
LIWM
1104
Long Island Wealth Management
New York
$2K +$1.82K +41 New
HIA
1105
Harbor Investment Advisory
Maryland
$1.97K – – –
DF
1106
Dunhill Financial
United Kingdom
$1.93K +$1.86K +42 New
M
1107
MOTCO
Texas
$1.92K – – –
CPG
1108
Cornerstone Planning Group
New Jersey
$1.69K – – –
WPA
1109
West Paces Advisors
Georgia
$1.69K +$1.64K +37 New
KFS
1110
Kelly Financial Services
Massachusetts
$1.6K – – –
ATC
1111
Adirondack Trust Company
New York
$1.59K – – –
BWM
1112
Baystate Wealth Management
Massachusetts
$1.5K +$444 +10 +45%
FRA
1113
Frank Rimerman Advisors
California
$1.42K +$1.38K +31 New
JGIA
1114
Jackson Grant Investment Advisers
Connecticut
$1.23K – – –
HWP
1115
Highline Wealth Partners
California
$1.05K – – –
PMFA
1116
Plante Moran Financial Advisors
Michigan
$1.01K – – –
CIR
1117
Clear Investment Research
Georgia
$967 – – –
DWA
1118
Delos Wealth Advisors
Texas
$778 – – –
SFA
1119
Semmax Financial Advisors
North Carolina
$619 +$44 +1 +8%
NC
1120
NewSquare Capital
Pennsylvania
$549 -$533 -12 -50%
WA
1121
WestEnd Advisors
North Carolina
$457 – – –
EWM
1122
Evermay Wealth Management
Virginia
$366 +$355 +8 New
FGAM
1123
Financial Gravity Asset Management
Texas
$296 +$222 +5 New
TWP
1124
TFO Wealth Partners
Ohio
$274 -$888 -20 -77%
SWA
1125
SOA Wealth Advisors
New York
$240 – – –