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Name Holding Trade Value Shares
Change
Change in
Stake
COCM
451
Charter Oak Capital Management
New Hampshire
$70K – – –
CB
452
Commerce Bank
Missouri
$70K – – –
KP
453
Keel Point
Alabama
$69K -$2.95K -47 -4%
RWB
454
RMR Wealth Builders
New Jersey
$69K -$251 -4 -0.4%
BFG
455
Bouchey Financial Group
New York
$69K – – –
WAM
456
WNY Asset Management
New York
$69K – – –
WSTAM
457
Wilbanks Smith & Thomas Asset Management
Virginia
$69K +$63 +1 +0.1%
S
458
SignatureFD
Georgia
$69K +$16.1K +256 +32%
CCIA
459
Cherry Creek Investment Advisors
Colorado
$69K +$66.3K +1,058 New
DIM
460
DC Investments Management
Virginia
$68K – – –
NAS
461
Nicolet Advisory Services
Wisconsin
$68K – – –
QIM
462
Quantitative Investment Management
Virginia
$68K +$65.7K +1,047 New
ST
463
Somerset Trust
Pennsylvania
$67K – – –
TAM
464
Taurus Asset Management
New York
$67K – – –
HWMG
465
Hurlow Wealth Management Group
Indiana
$66K – – –
SFA
466
Souders Financial Advisors
Ohio
$66K – – –
SSB
467
Sandy Spring Bank
Maryland
$65K -$16K -255 -20%
SWM
468
Selective Wealth Management
Virginia
$62K +$45.8K +730 +332%
FCA
469
FinTrust Capital Advisors
South Carolina
$61K – – –
GWS
470
Glassman Wealth Services
Virginia
$61K +$63 +1 +0.1%
WA
471
Waverly Advisors
Alabama
$61K +$188 +3 +0.3%
TCM
472
TD Capital Management
Tennessee
$56K +$125 +2 +0.2%
EWM
473
Endurance Wealth Management
Rhode Island
$54K – – –
WTC
474
WhitTier Trust Company
Nevada
$49K – – –
LWM
475
Liberty Wealth Management
California
$49K +$251 +4 +0.5%