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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
476
Barrett Asset Management
New York
$58K +$22.5K +300 +73%
NFSG
477
Newbridge Financial Services Group
Florida
$54K +$75 +1 +0.2%
IWP
478
IAG Wealth Partners
Wisconsin
$53K +$36K +480 +289%
HWA
479
HHM Wealth Advisors
Tennessee
$52K – – –
BCA
480
Berman Capital Advisors
Georgia
$52K +$3.9K +52 +9%
EI
481
Ellevest Inc
New York
$51K – – –
VFA
482
Valeo Financial Advisors
Indiana
$50K -$225 -3 -0.5%
LF
483
Lee Financial
Texas
$50K – – –
TFO
484
Tarbox Family Office
California
$50K – – –
TCOV
485
Trust Company of Vermont
Vermont
$49K – – –
CT
486
Caldwell Trust
Florida
$48.8K – – –
FFC
487
First Financial Corp
Indiana
$47K -$15.2K -203 -26%
ADL
488
Asset Dedication LLC
California
$45K – – –
CIA
489
CSat Investment Advisory
Michigan
$44K +$11.1K +148 +38%
APA
490
American Portfolios Advisors
New York
$43.5K -$1.5K -20 -4%
PCG
491
Private Capital Group
Connecticut
$43K -$74.9K -1,000 -65%
RMC
492
Resources Management Corp
Connecticut
$43K – – –
CHA
493
Carmichael Hill & Associates
Maryland
$41K – – –
HSA
494
Hussman Strategic Advisors
Maryland
$41K – – –
KFS
495
Kelly Financial Services
Massachusetts
$40.7K – – –
SSB
496
Sandy Spring Bank
Maryland
$40K – – –
IF
497
Ironwood Financial
Arizona
$39K – – –
PWMG
498
Prestige Wealth Management Group
New Jersey
$38K -$300 -4 -0.9%
DWP
499
Destiny Wealth Partners
Florida
$37K -$216K -2,884 -87%
BFC
500
Bedel Financial Consulting
Indiana
$37K – – –