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Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
1001
Litman Gregory Wealth Management
California
$7K -$7.39K -155 -50%
MWC
1002
MBM Wealth Consultants
Missouri
$7K
OFS
1003
Orrstown Financial Services
Pennsylvania
$6K
EWA
1004
Evolution Wealth Advisors
Florida
$6K +$143 +3 +2%
BCM
1005
Bourgeon Capital Management
Connecticut
$6K +$5.96K +125 New
NIC
1006
Northwest Investment Counselors
Oregon
$6K +$6.25K +131 New
WWM
1007
Willingdon Wealth Management
North Carolina
$5K -$44.6K -935 -90%
IF
1008
Ironwood Financial
Arizona
$5K
THWM
1009
Taylor Hoffman Wealth Management
Virginia
$5K
CB
1010
Community Bank
New York
$4K -$3.29K -69 -45%
FEG
1011
Financial Enhancement Group
Indiana
$4K
HI
1012
Hudock Inc
Pennsylvania
$4K
LFG
1013
LifePlan Financial Group
Ohio
$4K
LWA
1014
Lowe Wealth Advisors
Maryland
$4K
PCFFS
1015
Pacific Center for Financial Services
California
$4K
PWMG
1016
Prestige Wealth Management Group
New Jersey
$4K
TI
1017
Truehand Inc
New Hampshire
$4K
VRM
1018
Vectors Research Management
New York
$4K
JWA
1019
JFS Wealth Advisors
Pennsylvania
$3K
LWANC
1020
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
SV
1021
Stilwell Value
New York
$3K
GWAG
1022
Garrett Wealth Advisory Group
Texas
$2.31K +$2.34K +49 New
BWM
1023
BerganKDV Wealth Management
Minnesota
$2K
FPFS
1024
First Personal Financial Services
North Carolina
$2K
GC
1025
Globeflex Capital
California
$2K