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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1026
Mascoma Wealth Management
New Hampshire
$3K – – –
SWM
1027
Sugarloaf Wealth Management
Georgia
$3K – – –
VNA
1028
Valley National Advisers
Pennsylvania
$3K – – –
WWM
1029
Wolff Wiese Magana
California
$3K – – –
VCM
1030
Versant Capital Management
Arizona
$3K +$1.63K +13 +76%
SIC
1031
SJS Investment Consulting
Ohio
$3K +$2.63K +21 New
TAM
1032
Tucker Asset Management
Colorado
$2.37K – – –
AWM
1033
Abound Wealth Management
Tennessee
$2.25K +$2.63K +21 New
APC
1034
Aspire Private Capital
North Carolina
$2K -$513K -4,090 -100%
AA
1035
Ancora Advisors
Ohio
$2K -$18.8K -150 -90%
TFGT
1036
TS Financial Group (TSFG)
Illinois
$2K -$1.13K -9 -29%
AWM
1037
Avior Wealth Management
Nebraska
$2K – – –
CCM
1038
Covington Capital Management
California
$2K – – –
CCM
1039
Cribstone Capital Management
Maine
$2K – – –
GIA
1040
GHP Investment Advisors
Colorado
$2K – – –
MA
1041
MCF Advisors
Kentucky
$2K – – –
PWMG
1042
Prestige Wealth Management Group
New Jersey
$2K – – –
MFT
1043
Moisand Fitzgerald Tamayo
Florida
$2K +$1.88K +15 New
CAL
1044
Capital Advisors Ltd
Ohio
$2K +$2.01K +16 New
WPA
1045
West Paces Advisors
Georgia
$1.39K – – –
ACM
1046
Antonetti Capital Management
Florida
$1K – – –
EBA
1047
Eagle Bay Advisors
New York
$1K – – –
GTAM
1048
Global Trust Asset Management
Florida
$1K – – –
HR
1049
Howe & Rusling
New York
$1K – – –
LCM
1050
Logan Capital Management
Pennsylvania
$1K – – –