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MetLife
MET

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
926
Winch Advisory Services
Wisconsin
$10K +$601 +14 +6%
SIM
927
Sonora Investment Management
Arizona
$10K +$2.83K +66 +39%
LWM
928
Liberty Wealth Management
California
$10K +$11.4K +266 New
BWL
929
Bogart Wealth LLC
Virginia
$9K – – –
TIM
930
Tortoise Investment Management
New York
$9K – – –
BWM
931
Baystate Wealth Management
Massachusetts
$9K +$86 +2 +1%
CA
932
Claro Advisors
Massachusetts
$9K +$8.41K +196 New
TFS
933
TrustCore Financial Services
Tennessee
$8K -$4.29K -100 -34%
LYV
934
Live Your Vision
Pennsylvania
$8K – – –
M
935
MOTCO
Texas
$8K – – –
WCM
936
Whitener Capital Management
North Carolina
$8K – – –
FWM
937
Focused Wealth Management
New York
$8K +$43 +1 +0.5%
PWMG
938
Prestige Wealth Management Group
New Jersey
$8K +$8.02K +187 New
APC
939
Aspire Private Capital
North Carolina
$8K +$8.41K +196 New
WCM
940
WealthBridge Capital Management
Ohio
$8K +$8.71K +203 New
CFA
941
Clarfeld Financial Advisors
New York
$8K +$8.8K +205 New
PWM
942
PRW Wealth Management
Massachusetts
$8K +$13.3K +310 New
RWM
943
Raffa Wealth Management
District of Columbia
$7.51K +$687 +16 +10%
PMFA
944
Plante Moran Financial Advisors
Michigan
$7K -$5.71K -133 -45%
AWM
945
AllSquare Wealth Management
New York
$7K – – –
ACM
946
AUA Capital Management
Pennsylvania
$7K – – –
LFG
947
LifePlan Financial Group
Ohio
$7K – – –
CBT
948
Capital Bank & Trust
California
$6K -$9.91K -231 -60%
CBT
949
Central Bank & Trust
Kentucky
$6K -$6.01K -140 -48%
NWM
950
Northwest Wealth Management
Iowa
$6K – – –
36 37
38
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