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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1001
Carson Wealth (CWM LLC)
Nebraska
$17K -$9.01K -171 -34%
TCM
1002
Tradewinds Capital Management
Washington
$17K
WA
1003
Winfield Associates
Ohio
$17K
LWM
1004
Lenox Wealth Management
Ohio
$17K +$4.74K +90 +36%
CBT
1005
Central Bank & Trust
Kentucky
$15K
PG
1006
Patten Group
Tennessee
$15K
QAM
1007
QCI Asset Management
New York
$15K
FMB
1008
Field & Main Bank
Kentucky
$15K +$15.6K +296 New
LWCFA
1009
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K -$790 -15 -5%
EWM
1010
Edge Wealth Management
New York
$14K +$5K +95 +48%
AWM
1011
Aevitas Wealth Management
Massachusetts
$13K +$13.6K +258 New
VCM
1012
Vigilant Capital Management
Maine
$13K +$13.7K +261 New
BWA
1013
Burt Wealth Advisors
Maryland
$12K
MWM
1014
Mascoma Wealth Management
New Hampshire
$12K +$13K +247 New
SIM
1015
Sonora Investment Management
Arizona
$11.9K +$3.53K +67 +40%
TIM
1016
Tortoise Investment Management
New York
$11K
WAS
1017
Winch Advisory Services
Wisconsin
$11K +$53 +1 +0.5%
PCP
1018
Proficio Capital Partners
Massachusetts
$11K +$1.48K +28 +15%
FMTCOCP
1019
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10.1K
BWM
1020
Baystate Wealth Management
Massachusetts
$10K -$5.32K -101 -35%
JWA
1021
JFS Wealth Advisors
Pennsylvania
$10K
LC
1022
Landaas & Company
Wisconsin
$10K
SGAM
1023
Smith Group Asset Management
Texas
$10K
TC
1024
Trust Company
Kansas
$10K
FWM
1025
Focused Wealth Management
New York
$10K +$2.27K +43 +28%