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Name Holding Trade Value Shares
Change
Change in
Stake
BRC
701
Bell Rock Capital
Delaware
$24K +$175 +3 +0.8%
TG
702
TLP Group
Illinois
$24K +$12.5K +213 +128%
AssetMark Inc
703
AssetMark Inc
California
$24K +$18.1K +310 +484%
CAW
704
Cornerstone Advisors (Washington)
Washington
$23K
WTC
705
WhitTier Trust Company
Nevada
$22K
KJWM
706
Kiley Juergens Wealth Management
Washington
$22K +$21.1K +360 New
FANJ
707
Financial Architects (New Jersey)
New Jersey
$21K +$2.16K +37 +12%
CHP
708
Cable Hill Partners
Oregon
$20K -$2.28K -39 -12%
PMFA
709
Plante Moran Financial Advisors
Michigan
$20K +$819 +14 +5%
PCP
710
Proficio Capital Partners
Massachusetts
$19K +$1.23K +21 +8%
CAC
711
Certified Advisory Corp
Florida
$19K +$17.5K +300 New
KA
712
Kaizen Advisory
Illinois
$19K +$17.8K +305 New
MWM
713
Mascoma Wealth Management
New Hampshire
$17K
NSB
714
Norway Savings Bank
Maine
$17K
EFSCE
715
Enterprise Financial Services Corp (EFSC)
Missouri
$16K
LWA
716
Lowe Wealth Advisors
Maryland
$16K
MOS
717
MGO One Seven
Ohio
$16K +$15K +257 New
AWA
718
Acorn Wealth Advisors
Michigan
$15K +$12.9K +221 New
FMTCOCP
719
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14.8K -$1.46K -25 -10%
VCM
720
Versant Capital Management
Arizona
$14K -$1.99K -34 -13%
GAM
721
Gemmer Asset Management
California
$14K
PW
722
Price Wealth
Texas
$14K +$13K +222 New
M
723
MOTCO
Texas
$13K
AF
724
Advisornet Financial
Minnesota
$13K +$11.7K +200 New
GFP
725
Gryphon Financial Partners
Ohio
$13K +$11.8K +201 New