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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
651
Mascoma Wealth Management
New Hampshire
$9.9K +$52 +1 +0.6%
JWA
652
JFS Wealth Advisors
Pennsylvania
$9.87K
FMII
653
Farmers & Merchants Investments Inc
Nebraska
$9.58K
OC
654
Oakworth Capital
Alabama
$9.53K +$8.69K +166 New
BLC
655
Brown, Lisle/Cummings
Rhode Island
$9.47K
NCM
656
Northwest Capital Management
Oregon
$9.31K +$8.48K +162 New
BWS
657
Buck Wealth Strategies
Colorado
$8.38K +$7.64K +146 New
CA
658
Centerpoint Advisors
Massachusetts
$8K
SIS
659
Sound Income Strategies
Florida
$7.63K
WWM
660
Wolff Wiese Magana
California
$7.17K
BTI
661
Blue Trust Inc
Georgia
$7K -$5.5K -105 -43%
AWM
662
Abound Wealth Management
Tennessee
$6.15K +$628 +12 +13%
GKIM
663
GW&K Investment Management
Massachusetts
$6K +$5.5K +105 New
AAP
664
Arax Advisory Partners
Colorado
$5.97K +$4.97K +95 +1,056%
GEA
665
Glen Eagle Advisors
New Jersey
$5.74K
IGWM
666
ICA Group Wealth Management
Colorado
$5.74K
NECFA
667
New England Capital Financial Advisors
Connecticut
$5.74K
GWS
668
Glassman Wealth Services
Virginia
$5.62K -$22.1K -422 -81%
HF
669
Halpern Financial
Virginia
$5.62K +$5.13K +98 New
NC
670
NewSquare Capital
Pennsylvania
$5.39K -$837 -16 -15%
FMP
671
Financial Management Professionals
Texas
$5K +$262 +5 +6%
FCG
672
Financial Connections Group
California
$5K +$5.23K +100 New
RTL
673
Red Tortoise LLC
Georgia
$4.76K
FCAG
674
First Capital Advisors Group
New Jersey
$4.71K +$4.29K +82 New
MCM
675
Manchester Capital Management
Vermont
$4.59K