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Name Holding Trade Value Shares
Change
Change in
Stake
GC
1826
Gould Capital
Washington
$28K – – –
SWM
1827
Selective Wealth Management
Virginia
$28K – – –
TC
1828
Trust Company
Kansas
$28K – – –
CWA
1829
Clearview Wealth Advisors
Oregon
$27K -$4.79K -25 -12%
IHWM
1830
Iron Horse Wealth Management
Iowa
$26K -$3.45K -18 -9%
KFI
1831
Key Financial Inc
Pennsylvania
$26K – – –
MWM
1832
Mascoma Wealth Management
New Hampshire
$26K – – –
OA
1833
Operose Advisors
Wisconsin
$26K – – –
RDIA
1834
RE Dickinson Investment Advisors
Iowa
$26K – – –
AW
1835
Avion Wealth
Texas
$26K +$5.94K +31 +21%
APC
1836
Aspire Private Capital
North Carolina
$24K -$609K -3,177 -95%
Loomis, Sayles & Company
1837
Loomis, Sayles & Company
Massachusetts
$24K -$9.2K -48 -22%
MCM
1838
MV Capital Management
Maryland
$24K -$4.22K -22 -11%
VCM
1839
Versant Capital Management
Arizona
$24K – – –
DCM
1840
Disciplina Capital Management
Tennessee
$23.8K +$192 +1 +0.6%
KFS
1841
Kelly Financial Services
Massachusetts
$23.4K – – –
WBC
1842
West Branch Capital
Massachusetts
$23K – – –
WA
1843
Win Advisors
Florida
$23K +$10.2K +53 +50%
NWM
1844
Navigation Wealth Management
Colorado
$22K – – –
VNA
1845
Valley National Advisers
Pennsylvania
$22K +$25.9K +135 +964%
HF
1846
Halpern Financial
Virginia
$21.1K +$9.01K +47 +46%
LFA
1847
Level Financial Advisors
New York
$21K – – –
AF
1848
Arrow Financial
New York
$21K +$15.3K +80 +121%
BHWM
1849
Beaird Harris Wealth Management
Texas
$21K +$18.2K +95 +179%
DMKJ
1850
David M. Knott Jr
$20K +$26.6K +139 New