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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1476
Sugarloaf Wealth Management
Georgia
$96.8K +$91K +239 +1,138%
ITIM
1477
Indiana Trust & Investment Management
Indiana
$93.1K +$95.1K +250 New
SAM
1478
S.A. Mason
Michigan
$92.3K +$94.4K +248 New
BWM
1479
Baystate Wealth Management
Massachusetts
$88.3K +$1.52K +4 +2%
PO
1480
Private Ocean
California
$85.6K -$69.3K -182 -44%
TLA
1481
Tanglewood Legacy Advisors
Texas
$85.6K
CNBTD
1482
Citizens National Bank Trust Department
Mississippi
$84.2K +$5.71K +15 +7%
CA
1483
Centerpoint Advisors
Massachusetts
$80K -$80.7K -212 -50%
FCA
1484
FinTrust Capital Advisors
South Carolina
$76.3K +$7.23K +19 +10%
BONH
1485
Bank of New Hampshire
New Hampshire
$76K +$19K +50 +32%
DWMG
1486
DB Wealth Management Group
California
$75.2K
VCM
1487
Versant Capital Management
Arizona
$74.8K +$3.42K +9 +5%
CBT
1488
CoreFirst Bank & Trust
Kansas
$74.5K
NF
1489
Norwood Financial
Pennsylvania
$74.5K
WT
1490
Washington Trust
Rhode Island
$74.1K
MIA
1491
Milestone Investment Advisors
Wisconsin
$73K +$74.6K +196 New
FP
1492
Financial Perspectives
Minnesota
$71.9K
RFA
1493
Register Financial Advisors
Georgia
$70.9K +$4.95K +13 +7%
RCG
1494
Rock Creek Group
District of Columbia
$64.8K -$28.5K -75 -30%
BIA
1495
Bell Investment Advisors
California
$64.4K -$9.52K -25 -13%
AP
1496
Atwood & Palmer
Missouri
$64K
OAJ
1497
Ogorek Anthony Joseph
New York
$64K -$3.42K -9 -5%
SL
1498
Salomon & Ludwin
Virginia
$63.3K +$64.7K +170 New
JWA
1499
JFS Wealth Advisors
Pennsylvania
$59.6K +$3.42K +9 +6%
C
1500
Covestor
United Kingdom
$59K -$16.4K -43 -21%