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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
926
Versant Capital Management
Arizona
$10K -$1.12K -26 -9%
Barrow, Hanley, Mewhinney & Strauss
927
Barrow, Hanley, Mewhinney & Strauss
Texas
$10K – – –
MWM
928
Mascoma Wealth Management
New Hampshire
$10K – – –
NCM
929
Nelson Capital Management
California
$10K – – –
WAS
930
Winch Advisory Services
Wisconsin
$10K +$601 +14 +6%
SIM
931
Sonora Investment Management
Arizona
$10K +$2.83K +66 +39%
LWM
932
Liberty Wealth Management
California
$10K +$11.4K +266 New
BWL
933
Bogart Wealth LLC
Virginia
$9K – – –
TIM
934
Tortoise Investment Management
New York
$9K – – –
BWM
935
Baystate Wealth Management
Massachusetts
$9K +$86 +2 +1%
CA
936
Claro Advisors
Massachusetts
$9K +$8.41K +196 New
TFS
937
TrustCore Financial Services
Tennessee
$8K -$4.29K -100 -34%
LYV
938
Live Your Vision
Pennsylvania
$8K – – –
M
939
MOTCO
Texas
$8K – – –
WCM
940
Whitener Capital Management
North Carolina
$8K – – –
FWM
941
Focused Wealth Management
New York
$8K +$43 +1 +0.5%
PWMG
942
Prestige Wealth Management Group
New Jersey
$8K +$8.02K +187 New
APC
943
Aspire Private Capital
North Carolina
$8K +$8.41K +196 New
WCM
944
WealthBridge Capital Management
Ohio
$8K +$8.71K +203 New
CFA
945
Clarfeld Financial Advisors
New York
$8K +$8.8K +205 New
PWM
946
PRW Wealth Management
Massachusetts
$8K +$13.3K +310 New
RWM
947
Raffa Wealth Management
District of Columbia
$7.51K +$687 +16 +10%
PMFA
948
Plante Moran Financial Advisors
Michigan
$7K -$5.71K -133 -45%
AWM
949
AllSquare Wealth Management
New York
$7K – – –
ACM
950
AUA Capital Management
Pennsylvania
$7K – – –