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Name Holding Trade Value Shares
Change
Change in
Stake
TL
1226
TrueWealth LLC
Georgia
$61K +$166 +40 +0.3%
CAC
1227
Certified Advisory Corp
Florida
$60K -$20.7K -5,000 -25%
CIR
1228
Clear Investment Research
Georgia
$59K
FNB
1229
Farmers National Bank
Kentucky
$59K
BRC
1230
Bell Rock Capital
Delaware
$58K -$324K -78,200 -85%
FPFS
1231
First Personal Financial Services
North Carolina
$58K +$3.81K +920 +7%
MSFP
1232
Mark Sheptoff Financial Planning
Connecticut
$57K
JPLA
1233
Joseph P. Lucia & Associates
New York
$55K +$45.4K +10,960 +472%
MWM
1234
Mascoma Wealth Management
New Hampshire
$53K
RWA
1235
Ropes Wealth Advisors
Massachusetts
$53K
FCA
1236
FinTrust Capital Advisors
South Carolina
$52K -$18.6K -4,480 -26%
OAJ
1237
Ogorek Anthony Joseph
New York
$52K
WCG
1238
Weaver Consulting Group
California
$52K
LWA
1239
Lenox Wealth Advisors
New York
$49K -$84K -20,280 -63%
YWP
1240
YorkBridge Wealth Partners
New York
$49K -$5.97K -1,440 -11%
FMP
1241
Financial Management Professionals
Texas
$49K +$33.8K +8,160 +215%
DPA
1242
Delphi Private Advisors
California
$49K +$49.7K +12,000 New
GI
1243
Gradient Investments
Minnesota
$48K +$6.13K +1,480 +14%
HI
1244
Hudock Inc
Pennsylvania
$48K +$35K +8,440 +251%
LWM
1245
Liberty Wealth Management
California
$47K -$2.65K -640 -5%
JFA
1246
JNBA Financial Advisors
Minnesota
$47K +$24.9K +6,000 +109%
TCM
1247
Tradewinds Capital Management
Washington
$46K -$18.7K -4,520 -29%
EARNEST Partners
1248
EARNEST Partners
Georgia
$46K
IFAM
1249
Institutional & Family Asset Management
Colorado
$45K -$1.49K -360 -3%
BEI
1250
Benjamin Edwards Inc
Missouri
$45K +$5.97K +1,440 +15%