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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1151
Evermay Wealth Management
Virginia
$8.59K +$7.66K +35 New
NB
1152
NBH Bank
Colorado
$8.59K +$7.66K +35 New
FNWA
1153
Financial Network Wealth Advisors
Utah
$8.34K -$3.72K -17 -33%
NSIM
1154
North Star Investment Management
Illinois
$8.09K -$1.97K -9 -21%
KG
1155
Kilter Group
New York
$7.85K -$656 -3 -9%
MIM
1156
Marshall Investment Management
Colorado
$7.36K – – –
T
1157
Tidemark
California
$7.36K – – –
WA
1158
Whipplewood Advisors
Colorado
$7.11K -$72.4K -331 -92%
BHWM
1159
Bay Harbor Wealth Management
Maryland
$7.11K +$1.31K +6 +26%
ANBT
1160
American National Bank & Trust
Texas
$7.11K – – –
PWA
1161
Principia Wealth Advisory
Texas
$6.87K +$656 +3 +12%
PWMG
1162
Prestige Wealth Management Group
New Jersey
$6.38K +$1.53K +7 +37%
RWM
1163
Rialto Wealth Management
New York
$6.13K +$1.53K +7 +39%
CFM
1164
Compass Financial Management
Florida
$6.13K +$5.47K +25 New
FC
1165
Fairscale Capital
New Hampshire
$5.89K – – –
WBC
1166
West Branch Capital
Massachusetts
$5.89K – – –
ACA
1167
American Capital Advisory
Idaho
$5.4K +$2.19K +10 +83%
WAS
1168
Winch Advisory Services
Wisconsin
$5.4K +$4.81K +22 New
OC
1169
Oakworth Capital
Alabama
$4.93K – – –
LB
1170
Legacy Bridge
Iowa
$4.91K -$32.8K -150 -88%
TCM
1171
Triumph Capital Management
Colorado
$4.91K -$875 -4 -17%
SIC
1172
Salem Investment Counselors
North Carolina
$4.91K – – –
GG
1173
Gleason Group
Kentucky
$4.42K +$3.94K +18 New
IA
1174
IFS Advisors
Kansas
$4.17K – – –
CRI
1175
Commonwealth Retirement Investments
Virginia
$3.92K +$3.5K +16 New
45 46
47
48 49