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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1026
BerganKDV Wealth Management
Minnesota
$5K
TF
1027
Tompkins Financial
New York
$5K
GKIM
1028
GW&K Investment Management
Massachusetts
$5K +$4.33K +32 +160%
HWA
1029
HHM Wealth Advisors
Tennessee
$5K +$6.77K +50 New
SWA
1030
Sutton Wealth Advisors
Florida
$4.38K
AF
1031
Arrow Financial
New York
$4K
POIA
1032
Pin Oak Investment Advisors
Texas
$4K
RA
1033
Rise Advisors
New York
$4K
O
1034
Ossiam
France
$4K +$5.55K +41 New
FPS
1035
Fieldpoint Private Securities
Connecticut
$3K -$5.82K -43 -63%
CI Investments Inc
1036
CI Investments Inc
Ontario, Canada
$3K -$541 -4 -11%
DI
1037
Disciplined Investments
Oklahoma
$3K -$541 -4 -13%
MWM
1038
Mascoma Wealth Management
New Hampshire
$3K
SWM
1039
Sugarloaf Wealth Management
Georgia
$3K
VNA
1040
Valley National Advisers
Pennsylvania
$3K
TFGT
1041
TS Financial Group (TSFG)
Illinois
$3K +$1.22K +9 +41%
WWM
1042
Wolff Wiese Magana
California
$3K +$2.03K +15 +107%
WOSD
1043
WFA of San Diego
California
$3K +$3.79K +28 New
RWM
1044
Raffa Wealth Management
District of Columbia
$2.4K +$3.11K +23 New
AWM
1045
Avior Wealth Management
Nebraska
$2K -$27.1K -200 -91%
GIA
1046
GHP Investment Advisors
Colorado
$2K -$5.82K -43 -70%
BA
1047
Bivin & Associates
Oklahoma
$2K
CCM
1048
Cribstone Capital Management
Maine
$2K
MA
1049
MCF Advisors
Kentucky
$2K
PWMG
1050
Prestige Wealth Management Group
New Jersey
$2K