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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
551
Baystate Wealth Management
Massachusetts
$3.65K +$27 +1 +0.8%
GEA
552
Glen Eagle Advisors
New Jersey
$3.29K – – –
EWM
553
Endurance Wealth Management
Rhode Island
$3K – – –
MLA
554
MB, Levis & Associates
Pennsylvania
$2.99K +$27 +1 +0.9%
VWM
555
Venturi Wealth Management
Texas
$2.8K +$2.74K +100 New
SWM
556
Sugarloaf Wealth Management
Georgia
$2.68K – – –
IGWM
557
ICA Group Wealth Management
Colorado
$2.6K – – –
CAC
558
Core Alternative Capital
Georgia
$2.6K +$2.54K +93 New
EC
559
Elequin Capital
New York
$2.43K +$2.38K +87 New
SC
560
Schubert & Co
Texas
$2.32K +$246 +9 +12%
NECFA
561
New England Capital Financial Advisors
Connecticut
$2.31K – – –
HCM
562
Hollencrest Capital Management
California
$2.1K – – –
FMP
563
Financial Management Professionals
Texas
$2K – – –
RG
564
Retirement Group
California
$2K – – –
WAS
565
Winch Advisory Services
Wisconsin
$2K – – –
MFT
566
Moisand Fitzgerald Tamayo
Florida
$1.93K – – –
MCM
567
Manchester Capital Management
Vermont
$1.76K -$27 -1 -2%
NFSG
568
Newbridge Financial Services Group
Florida
$1.73K -$4.02K -147 -70%
FHA
569
First Horizon Advisors
Tennessee
$1.73K – – –
TWD
570
True Wealth Design
Ohio
$1.4K +$1.09K +40 +400%
SWA
571
SOA Wealth Advisors
New York
$1.25K +$27 +1 +2%
SIC
572
SJS Investment Consulting
Ohio
$1.15K -$27 -1 -2%
DI
573
Disciplined Investments
Oklahoma
$1.15K -$109 -4 -9%
GBT
574
Grove Bank & Trust
Florida
$1.12K – – –
CAL
575
Capital Advisors Ltd
Ohio
$1K -$2.98K -109 -81%