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Name Holding Trade Value Shares
Change 		Change in
Stake
T
1026
TCWP
Ohio
$47K +$58.3K +710 New
AWM
1027
Activest Wealth Management
Florida
$45K +$39.4K +480 +267%
TPCW
1028
TD Private Client Wealth
New York
$44.6K -$76.4K -930 -58%
TWM
1029
Tradition Wealth Management
Minnesota
$44K +$9.85K +120 +23%
DAC
1030
Dividend Assets Capital
South Carolina
$43K – – –
MW
1031
Milestone Wealth
New York
$43K – – –
VNA
1032
Valley National Advisers
Pennsylvania
$43K +$41.9K +510 +392%
SFFS
1033
Stonehage Fleming Financial Services
Jersey
$41K – – –
GA
1034
GoalVest Advisory
New York
$39K +$47.6K +580 New
CHA
1035
Carmichael Hill & Associates
Maryland
$38K +$19.7K +240 +75%
PMFA
1036
Plante Moran Financial Advisors
Michigan
$37K -$2.46K -30 -5%
EI
1037
Ellevest Inc
New York
$37K – – –
BWA
1038
BDO Wealth Advisors
Florida
$35K -$1.64K -20 -4%
RCM
1039
Raleigh Capital Management
North Carolina
$35K – – –
CFO
1040
CVA Family Office
Colorado
$34K -$26.3K -320 -39%
SCA
1041
Sandy Cove Advisors
Massachusetts
$34K +$4.11K +50 +11%
EWA
1042
EverSource Wealth Advisors
Alabama
$32K -$8.21K -100 -18%
NSB
1043
Norway Savings Bank
Maine
$30K – – –
POIA
1044
Pin Oak Investment Advisors
Texas
$27K – – –
TFS
1045
TrustCore Financial Services
Tennessee
$27K +$4.11K +50 +14%
CFN
1046
Cordasco Financial Network
Florida
$26K – – –
RDIA
1047
RE Dickinson Investment Advisors
Iowa
$26K +$4.93K +60 +19%
GI
1048
GS Investments
Minnesota
$25K +$4.11K +50 +10%
FCA
1049
FinTrust Capital Advisors
South Carolina
$24K -$167K -2,030 -85%
AF
1050
Arrow Financial
New York
$24K – – –
40 41
42
43 44