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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
3376
Mascoma Wealth Management
New Hampshire
$2.07M +$26.6K +98 +1%
WCM
3377
Washburn Capital Management
Florida
$2.07M -$99.6K -367 -4%
BWM
3378
BCS Wealth Management
Tennessee
$2.06M +$438K +1,615 +25%
SHJ
3379
Sharkey, Howes & Javer
Colorado
$2.06M -$244K -899 -10%
KA
3380
KLCM Advisors
Wisconsin
$2.06M +$12.8K +47 +0.6%
IF
3381
IRON Financial
Illinois
$2.06M -$102K -377 -4%
GCM
3382
Goldstream Capital Management
Hong Kong
$2.06M -$2.04M -7,500 -48%
GPCM
3383
Granite Point Capital Management
Massachusetts
$2.06M
PFM
3384
Privium Fund Management
Netherlands
$2.06M +$2.17M +8,000 New
BPFA
3385
Barnes Pettey Financial Advisors
Mississippi
$2.04M +$89.6K +330 +4%
MGWM
3386
Marks Group Wealth Management
Minnesota
$2.04M +$67.9K +250 +3%
AFS
3387
Aft Forsyth & Sober
Florida
$2.04M
WC
3388
Westhampton Capital
North Carolina
$2.03M +$99.6K +367 +5%
OWM
3389
Opes Wealth Management
California
$2.02M -$6.24K -23 -0.3%
PFWA
3390
Paces Ferry Wealth Advisors
Georgia
$2.02M -$81.2K -299 -4%
CWA
3391
Clarity Wealth Advisors
California
$2.02M +$305K +1,124 +17%
FAG
3392
Financial Advisory Group
Texas
$2.01M +$15.7K +58 +0.7%
G
3393
GenTrust
Florida
$2.01M +$543K +2,001 +34%
AF
3394
Apexium Financial
Texas
$2.01M +$484K +1,784 +30%
ACM
3395
Ativo Capital Management
Illinois
$2M +$120K +441 +6%
WAM
3396
WealthTrust Asset Management
Florida
$2M -$1.33M -4,899 -39%
AW
3397
Apricus Wealth
South Carolina
$2M -$191K -704 -8%
CWA
3398
Clearview Wealth Advisors
Oregon
$2M +$14.4K +53 +0.7%
ZIMP
3399
Zimmermann Investment Management & Planning
Pennsylvania
$2M +$71.1K +262 +3%
TAM
3400
Tealwood Asset Management
Minnesota
$1.99M -$16.6K -61 -0.8%