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Name Holding Trade Value Shares
Change 		Change in
Stake
EB
376
Eastern Bank
Massachusetts
$13.3K +$290 +24 +2%
AEPWM
377
Atlantic Edge Private Wealth Management
Florida
$13.2K – – –
VNA
378
Valley National Advisers
Pennsylvania
$13K – – –
SWM
379
SHP Wealth Management
Massachusetts
$12.8K +$11.7K +971 New
FCAS
380
First Command Advisory Services
Texas
$12.2K +$2.33K +193 +26%
BWA
381
Basecamp Wealth Advisors
Washington
$11.8K +$10.8K +894 New
GFA
382
Godfrey Financial Associates
New York
$11.3K +$10.4K +857 New
HIMS
383
Hager Investment Management Services
New Hampshire
$11.3K -$18K -1,490 -64%
MA
384
Montag & Associates
Georgia
$10.7K -$1.14K -94 -11%
MIM
385
MTM Investment Management
South Carolina
$10.1K – – –
JGIA
386
Jackson Grant Investment Advisers
Connecticut
$9.89K +$1.43K +118 +19%
DJSG
387
D.J. St. Germain
Massachusetts
$9.62K -$3.31K -274 -27%
NECFA
388
New England Capital Financial Advisors
Connecticut
$9.6K -$230 -19 -3%
BBHC
389
Brown Brothers Harriman & Co
New York
$9.12K +$7.6K +628 +1,013%
CPG
390
Cornerstone Planning Group
New Jersey
$8.87K +$7.24K +598 +5,980%
PP
391
PFS Partners
New Jersey
$8.78K – – –
PWMG
392
Prestige Wealth Management Group
New Jersey
$8.68K – – –
PWA
393
Physician Wealth Advisors
Utah
$8.4K +$472 +39 +7%
AAG
394
Armstrong Advisory Group
Massachusetts
$8.22K – – –
SA
395
Strategic Advocates
Utah
$8.06K – – –
KPP
396
Kings Path Partners
Texas
$7.93K – – –
MO
397
McMillan Office
Michigan
$7.86K +$7.2K +595 New
OP
398
ORG Partners
Indiana
$7.82K -$194 -16 -3%
EWM
399
Evermay Wealth Management
Virginia
$7.78K – – –
VFM
400
Vision Financial Markets
Connecticut
$7.2K – – –
14 15
16
17 18