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Name Holding Trade Value Shares
Change
Change in
Stake
DC
451
Davenport & Co
Virginia
$66K +$67.8K +1,079 New
NWA
452
New World Advisors
Massachusetts
$65K -$609K -9,683 -90%
BFG
453
Bouchey Financial Group
New York
$65K – – –
COCM
454
Charter Oak Capital Management
New Hampshire
$65K – – –
WSTAM
455
Wilbanks Smith & Thomas Asset Management
Virginia
$65K +$63 +1 +0.1%
CCIA
456
Cherry Creek Investment Advisors
Colorado
$65K +$126 +2 +0.2%
GIA
457
Gladstone Institutional Advisory
Florida
$65K +$67.2K +1,069 New
TCA
458
Transcend Capital Advisors
New Jersey
$65K +$67.3K +1,071 New
S
459
SignatureFD
Georgia
$64K – – –
RWB
460
RMR Wealth Builders
New Jersey
$63K -$1.32K -21 -2%
DIM
461
DC Investments Management
Virginia
$63K – – –
NAS
462
Nicolet Advisory Services
Wisconsin
$63K – – –
ST
463
Somerset Trust
Pennsylvania
$63K – – –
WAM
464
WNY Asset Management
New York
$63K – – –
DY
465
Dowling & Yahnke
California
$63K +$64.7K +1,030 New
SFO
466
Stokes Family Office
Louisiana
$62K -$5.41K -86 -8%
SFA
467
Souders Financial Advisors
Ohio
$62K – – –
TAM
468
Taurus Asset Management
New York
$62K – – –
GT
469
Greenleaf Trust
Michigan
$62K +$64.3K +1,023 New
SFA
470
Sequoia Financial Advisors
Ohio
$61K -$12.3K -195 -16%
HWMG
471
Hurlow Wealth Management Group
Indiana
$61K – – –
BCA
472
Berman Capital Advisors
Georgia
$56K +$26.4K +420 +81%
FCA
473
FinTrust Capital Advisors
South Carolina
$55K -$2.14K -34 -4%
TCM
474
TD Capital Management
Tennessee
$52K +$126 +2 +0.2%
EWM
475
Endurance Wealth Management
Rhode Island
$51K – – –