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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
951
West Branch Capital
Massachusetts
$2.42M +$635K +2,325 +27%
RCA
952
Roberts Capital Advisors
Colorado
$2.41M
PL
953
Plancorp LLC
Missouri
$2.38M +$60.6K +222 +2%
WG
954
Watchman Group
Texas
$2.38M +$19.7K +72 +0.7%
SP
955
Symmetry Partners
Connecticut
$2.37M +$1.02M +3,729 +54%
SYBT
956
Stock Yards Bank & Trust
Kentucky
$2.37M +$1.09M +3,987 +61%
CWS
957
Cypress Wealth Services
California
$2.37M +$40.9K +150 +1%
CGA
958
Crescent Grove Advisors
Illinois
$2.37M +$14.7K +54 +0.5%
GW
959
GW & Wade
Massachusetts
$2.35M +$139K +510 +5%
EWM
960
Echo Wealth Management
Minnesota
$2.35M +$15.6K +57 +0.6%
SW
961
SkyOak Wealth
Michigan
$2.35M +$152K +558 +6%
CAM
962
Cozad Asset Management
Illinois
$2.35M +$563K +2,064 +25%
TFA
963
Teamwork Financial Advisors
Texas
$2.33M -$1.04M -3,819 -27%
NCM
964
Next Capital Management
New York
$2.33M +$4.91K +18 +0.2%
TA
965
Trellis Advisors
Washington
$2.29M +$17.2K +63 +0.6%
WP
966
WealthSource Partners
California
$2.29M -$395K -1,446 -12%
TYCC
967
Texas Yale Capital Corp
Florida
$2.28M -$1.64K -6 -0.1%
FIM
968
Freedom Investment Management
Connecticut
$2.27M -$579K -2,121 -17%
BWA
969
BDO Wealth Advisors
Florida
$2.27M +$20.5K +75 +0.7%
SW
970
Signify Wealth
Missouri
$2.27M +$1.87M +6,861 +211%
IA
971
IFP Advisors
Florida
$2.26M
BWP
972
Bernardo Wealth Planning
Pennsylvania
$2.25M +$27K +99 +1%
CIA
973
Choate Investment Advisors
Massachusetts
$2.24M +$1.09M +3,978 +66%
CWA
974
Clarity Wealth Advisors
California
$2.23M +$145K +531 +6%
TWM
975
TLW Wealth Management
Florida
$2.23M +$2.71M +9,930 New