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Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
651
Pacific Center for Financial Services
California
$16K
WT
652
Washington Trust
Rhode Island
$15K
TCWA
653
Ten Capital Wealth Advisors
Washington
$13K
LWA
654
Lenox Wealth Advisors
New York
$13K +$1.9K +9 +17%
UB
655
UMB Bank
Missouri
$12K
MWM
656
Mascoma Wealth Management
New Hampshire
$12K +$2.11K +10 +20%
ACA
657
Atlas Capital Advisors
Wyoming
$11.5K
TFS
658
TrustCore Financial Services
Tennessee
$10K
Loomis, Sayles & Company
659
Loomis, Sayles & Company
Massachusetts
$10K +$1.05K +5 +12%
COCM
660
Charter Oak Capital Management
New Hampshire
$9K
HFM
661
Harvest Fund Management
China
$9K
QC
662
Quent Capital
New York
$9K
JWA
663
JFS Wealth Advisors
Pennsylvania
$7K +$4.22K +20 +167%
WAM
664
WFA Asset Management
Wisconsin
$6.46K
TFO
665
Tarbox Family Office
California
$6K -$7.59K -36 -56%
APC
666
Aspire Private Capital
North Carolina
$6K
FF
667
FourThought Financial
Florida
$6K
HCP
668
Hexagon Capital Partners
Arkansas
$6K
PWMG
669
Prestige Wealth Management Group
New Jersey
$6K
VCM
670
Versant Capital Management
Arizona
$6K
KFS
671
Kelly Financial Services
Massachusetts
$5.34K
WTA
672
Washington Trust Advisors
Massachusetts
$5K
WB
673
West Bancorporation
Iowa
$5K
MPWT
674
MassMutual Private Wealth & Trust
Connecticut
$5K +$633 +3 +16%
EWA
675
EverSource Wealth Advisors
Alabama
$5K +$1.9K +9 +53%