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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1301
Proficio Capital Partners
Massachusetts
$59K +$956 +12 +2%
WWMSC
1302
Wagner Wealth Management (South Carolina)
South Carolina
$58K – – –
FWM
1303
Focused Wealth Management
New York
$58K +$3.98K +50 +8%
FPFS
1304
First Personal Financial Services
North Carolina
$56K -$131K -1,650 -71%
VCM
1305
Versant Capital Management
Arizona
$53K -$797 -10 -2%
B
1306
Bridgeworth
Alabama
$53K +$51.6K +648 New
PFGIA
1307
Patriot Financial Group Insurance Agency
Massachusetts
$51K -$5.5K -69 -10%
ME
1308
McIlrath & Eck
Washington
$49K +$159 +2 +0.3%
MFT
1309
Moisand Fitzgerald Tamayo
Florida
$46K -$5.98K -75 -12%
MSA
1310
Marino Stram & Associates
Massachusetts
$46K -$4.14K -52 -9%
EARNEST Partners
1311
EARNEST Partners
Georgia
$45K – – –
TFO
1312
Tarbox Family Office
California
$43K – – –
BCM
1313
Blume Capital Management
California
$42K – – –
ML
1314
McAdam LLC
Pennsylvania
$42K +$797 +10 +2%
HT
1315
Heritage Trust
Oklahoma
$42K +$9.56K +120 +31%
BAMG
1316
Brand Asset Management Group
Missouri
$42K +$40.6K +510 New
RFM
1317
Royal Fund Management
Florida
$41K -$877 -11 -2%
GAM
1318
Gemmer Asset Management
California
$40K – – –
LFA
1319
Legacy Financial Advisors
Kentucky
$40K +$1.12K +14 +3%
TG
1320
TLP Group
Illinois
$39K -$175K -2,195 -83%
MWM
1321
MinichMacGregor Wealth Management
New York
$38K -$638 -8 -2%
CHP
1322
Cable Hill Partners
Oregon
$38K – – –
PK
1323
Pflug Koory
Nebraska
$37K -$31.9K -400 -47%
PFSC
1324
Peoples Financial Services Corp
Pennsylvania
$36K – – –
WWM
1325
Willingdon Wealth Management
North Carolina
$35K – – –