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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1451
Plante Moran Financial Advisors
Michigan
$35K +$5.22K +69 +20%
TC
1452
Tacita Capital
Ontario, Canada
$34.9K – – –
JWA
1453
JFS Wealth Advisors
Pennsylvania
$34.7K -$30.8K -407 -50%
MWM
1454
Mascoma Wealth Management
New Hampshire
$34.6K -$379 -5 -1%
RFG
1455
REAP Financial Group
Texas
$34.3K +$31K +410 New
BFS
1456
Burkett Financial Services
South Carolina
$33.9K +$227 +3 +0.7%
PP
1457
PFS Partners
New Jersey
$33.7K +$151 +2 +0.5%
FWA
1458
Flagship Wealth Advisors
Massachusetts
$33.4K – – –
RRMM
1459
Regatta Research & Money Management
Louisiana
$32.9K +$29.8K +394 New
HFM
1460
Hartford Financial Management
Connecticut
$32.8K +$1.51K +20 +5%
FC
1461
Fairscale Capital
New Hampshire
$32.6K – – –
PAM
1462
Parvin Asset Management
South Dakota
$31.8K – – –
MI
1463
Markowski Investments
Florida
$31K +$28.1K +371 New
GKIM
1464
GW&K Investment Management
Massachusetts
$31K -$379 -5 -1%
GJIA
1465
Glass Jacobson Investment Advisors
Maryland
$30.4K – – –
WA
1466
WPG Advisers
Maryland
$30K +$2.04K +27 +8%
AAG
1467
Accordant Advisory Group
Maryland
$29.3K – – –
B
1468
Birchbrook
Maine
$29.3K – – –
FUBT
1469
First United Bank & Trust
Maryland
$29.3K – – –
NEWAS
1470
N.E.W. Advisory Services
Wisconsin
$29.3K – – –
RWM
1471
Rialto Wealth Management
New York
$26.9K -$5.22K -69 -18%
APW
1472
Atlantic Private Wealth
North Carolina
$25.9K – – –
PSB
1473
Piscataqua Savings Bank
New Hampshire
$25.7K – – –
PWM
1474
Peterson Wealth Management
Nevada
$25.4K – – –
CA
1475
Crewe Advisors
Utah
$25.2K +$1.29K +17 +6%