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Name Holding Trade Value Shares
Change
Change in
Stake
TFS
401
TrustCore Financial Services
Tennessee
$16.7K -$706 -24 -3%
MCM
402
Manchester Capital Management
Vermont
$16.4K +$4.92K +167 +23%
BHWM
403
Beaird Harris Wealth Management
Texas
$16.1K
SSB
404
Sandy Spring Bank
Maryland
$16K +$5.89K +200 +30%
TCOV
405
Trust Company of Vermont
Vermont
$15.7K
BC
406
Burleson & Co
California
$15.4K +$13.7K +465 +125%
CA
407
CoreCap Advisors
Michigan
$15.2K +$24.3K +826 New
IGWM
408
ICA Group Wealth Management
Colorado
$14.6K +$23K +780 New
BCWM
409
Bartlett & Co Wealth Management
Ohio
$14.4K -$10K -340 -30%
AF
410
Advisornet Financial
Minnesota
$14.4K +$9.48K +322 +70%
BC
411
Bartlett & Co
Ohio
$14K -$10K -340 -30%
CT
412
Clearstead Trust
Maine
$14K
EWA
413
EverSource Wealth Advisors
Alabama
$13.7K +$16.6K +564 +315%
CCA
414
Catalyst Capital Advisors
New York
$13.6K +$21.7K +736 New
BWL
415
Bogart Wealth LLC
Virginia
$13.4K +$706 +24 +3%
TFGT
416
TS Financial Group (TSFG)
Illinois
$13K -$2.91K -99 -12%
KA
417
Kozak & Associates
Colorado
$13K
HFS
418
HBC Financial Services
Washington
$13K +$8.83K +300 +63%
CCM
419
Cribstone Capital Management
Maine
$12.9K -$8.83K -300 -30%
AWM
420
Activest Wealth Management
Florida
$12.2K
NIC
421
Northwest Investment Counselors
Oregon
$12K
FWM
422
Focused Wealth Management
New York
$11.8K -$2.94K -100 -14%
HCP
423
Hexagon Capital Partners
Arkansas
$11.2K -$2.21K -75 -11%
GG
424
Gleason Group
Kentucky
$11.1K
SWM
425
Sugarloaf Wealth Management
Georgia
$10.6K -$4.42K -150 -21%