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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1026
Beaird Harris Wealth Management
Texas
$986 – – –
HPC
1027
HM Payson & Co
Maine
$986 – – –
MAS
1028
MPWM Advisory Solutions
Georgia
$986 – – –
MNA
1029
Manning & Napier Advisors
New York
$888 -$615K -6,005 -100%
BLC
1030
Brown, Lisle/Cummings
Rhode Island
$876 – – –
MWM
1031
Mascoma Wealth Management
New Hampshire
$876 +$820 +8 New
RS
1032
Rakuten Securities
Japan
$767 -$1.44K -14 -67%
SA
1033
Seneschal Advisors
Washington
$767 – – –
HFS
1034
Hughes Financial Services
Virginia
$767 +$102 +1 +17%
CTWM
1035
Cherry Tree Wealth Management
Minnesota
$658 – – –
DF
1036
DecisionPoint Financial
Arizona
$658 – – –
CCM
1037
Chilton Capital Management
Texas
$658 +$615 +6 New
WETS
1038
Wealth Enhancement Trust Services
South Dakota
$657 +$615 +6 New
FCAS
1039
First Command Advisory Services
Texas
$548 – – –
LIA
1040
Luken Investment Analytics
Tennessee
$548 +$512 +5 New
SWA
1041
SOA Wealth Advisors
New York
$461 – – –
QWM
1042
Quaker Wealth Management
New Jersey
$439 +$102 +1 +33%
AAG
1043
Accordant Advisory Group
Maryland
$439 +$410 +4 New
AG
1044
AmeriFlex Group
Nevada
$438 -$410 -4 -50%
DCM
1045
Davis Capital Management
Florida
$438 – – –
Q1WB
1046
Quest 10 Wealth Builders
Virginia
$393 -$8.1K -79 -95%
OC
1047
Optima Capital
Oregon
$333 +$307 +3 New
RPA
1048
Redwood Park Advisors
California
$329 +$307 +3 New
SWM
1049
SHP Wealth Management
Massachusetts
$238 +$205 +2 New
AIM
1050
Arcadia Investment Management
Michigan
$110 +$102 +1 New