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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
676
Mowery & Schoenfeld Wealth Management
Illinois
$2.09K +$2.2K +45 New
SO
677
Sierra Ocean
California
$2.05K +$2.15K +44 New
SAM
678
Synergy Asset Management
Washington
$1.97K +$1.91K +39 New
DPW
679
DiNuzzo Private Wealth
Pennsylvania
$1.76K
WPA
680
West Paces Advisors
Georgia
$1.67K
FMP
681
Financial Management Professionals
Texas
$1.53K +$98 +2 +6%
SIC
682
SJS Investment Consulting
Ohio
$1.3K -$343 -7 -20%
AP
683
Aspect Partners
Virginia
$1.02K +$1.08K +22 New
Lazard Asset Management
684
Lazard Asset Management
New York
$1K
WCM
685
Winthrop Capital Management
Indiana
$1K +$1.03K +21 New
MCM
686
Manchester Capital Management
Vermont
$835
MA
687
MCF Advisors
Kentucky
$742
HWA
688
HHM Wealth Advisors
Tennessee
$696 +$735 +15 New
CSWM
689
Cassady Schiller Wealth Management
Ohio
$695 +$735 +15 New
CA
690
Continuum Advisory
Idaho
$649
CWC
691
Carolinas Wealth Consulting
North Carolina
$603 +$637 +13 New
TFM
692
TFC Financial Management
Massachusetts
$559
NC
693
NewSquare Capital
Pennsylvania
$324 +$343 +7 New
PWM
694
Parkworth Wealth Management
California
$324 +$343 +7 New
SWA
695
SOA Wealth Advisors
New York
$290
AA
696
Ancora Advisors
Ohio
$232 +$245 +5 New
PWA
697
Principia Wealth Advisory
Texas
$232 +$245 +5 New
GBT
698
Grove Bank & Trust
Florida
$139 +$147 +3 New
AWM
699
Activest Wealth Management
Florida
$93 +$98 +2 New
CIA
700
Cape Investment Advisory
Georgia
$93 +$98 +2 New