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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1901
Cranbrook Wealth Management
Michigan
$146K – – –
PCA
1902
Peddock Capital Advisors
Massachusetts
$145K – – –
BDWM
1903
Brewin Dolphin Wealth Management
Ireland
$145K – – –
MWM
1904
Mascoma Wealth Management
New Hampshire
$143K +$63.6K +1,127 +84%
EWM
1905
Elmwood Wealth Management
California
$143K – – –
BFC
1906
Bedel Financial Consulting
Indiana
$141K +$4.4K +78 +3%
SA
1907
SRH Advisors
Kansas
$139K +$5.19K +92 +4%
LWM
1908
Lenox Wealth Management
Ohio
$139K +$22.3K +395 +20%
AC
1909
Avestar Capital
New York
$138K +$2.88K +51 +2%
SMFS
1910
Squar Milner Financial Services
California
$133K +$130K +2,299 New
NSB
1911
Norway Savings Bank
Maine
$132K -$13K -230 -9%
AAP
1912
Arax Advisory Partners
Colorado
$130K +$10K +178 +9%
CAL
1913
Capital Advisors Ltd
Ohio
$129K – – –
CT
1914
Clearstead Trust
Maine
$127K +$123K +2,186 New
FMP
1915
Financial Management Professionals
Texas
$125K -$68.8K -1,220 -36%
TCM
1916
TD Capital Management
Tennessee
$125K – – –
ACM
1917
AUA Capital Management
Pennsylvania
$123K – – –
TJHA
1918
Thomas J. Herzfeld Advisors
Florida
$121K – – –
TVWM
1919
Tower View Wealth Management
Wisconsin
$112K – – –
MWM
1920
MinichMacGregor Wealth Management
New York
$112K +$5.87K +104 +6%
BC
1921
Barnett & Company
Tennessee
$111K +$3.61K +64 +3%
CFD
1922
Creative Financial Designs
Indiana
$111K +$65.9K +1,168 +155%
PO
1923
Private Ocean
California
$110K – – –
TWMP
1924
Taylor Wealth Management Partners
Massachusetts
$110K – – –
MFW
1925
Mosaic Family Wealth
Missouri
$108K +$2.31K +41 +2%