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Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
1676
Foster Victor Wealth Advisors
South Carolina
$803K -$380K -3,563 -32%
EI
1677
Ellevest Inc
New York
$802K +$89.4K +839 +13%
DIM
1678
Delta Investment Management
California
$800K -$213 -2 -0%
TPWM
1679
Twelve Points Wealth Management
Massachusetts
$800K +$15.3K +144 +2%
PCP
1680
Proficio Capital Partners
Massachusetts
$798K +$43.3K +406 +6%
PC
1681
Port Capital
Illinois
$792K – – –
YIA
1682
YHB Investment Advisors
Connecticut
$786K -$21.3K -200 -3%
SA
1683
SRN Advisors
Pennsylvania
$785K -$23K -216 -3%
WPA
1684
Winning Points Advisors
Florida
$781K – – –
NG
1685
Northstar Group
New York
$773K +$12.8K +120 +2%
CCA
1686
Cravens & Co Advisors
Tennessee
$773K -$2.67K -25 -0.4%
HH
1687
Hilltop Holdings
Texas
$769K +$413K +3,874 +122%
PC
1688
Prairiewood Capital
North Dakota
$769K – – –
CC
1689
Corton Capital
Ontario, Canada
$765K +$48.8K +458 +7%
TGAM
1690
TBH Global Asset Management
Tennessee
$762K +$21.4K +201 +3%
WE
1691
Wealth Effects
Massachusetts
$760K -$5.33K -50 -0.7%
IGWM
1692
ICA Group Wealth Management
Colorado
$759K -$47.4K -445 -6%
CAM
1693
Columbia Asset Management
Michigan
$757K – – –
PFA
1694
Pathway Financial Advisors
Vermont
$757K – – –
CWM
1695
Concentric Wealth Management
California
$756K -$50.6K -475 -6%
TLCM
1696
Twin Lakes Capital Management
California
$754K +$1.28K +12 +0.2%
DWM
1697
Drive Wealth Management
Utah
$754K +$1.71K +16 +0.2%
OMC
1698
Overbrook Management Corp
New York
$753K -$90.8K -852 -11%
FC
1699
Financial Council
Maryland
$749K – – –
SL
1700
Sentry LLC
Tennessee
$748K – – –