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Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
501
Trust Company of Vermont
Vermont
$49K
EI
502
Ellevest Inc
New York
$48K +$47.3K +623 New
LF
503
Lee Financial
Texas
$47K
CT
504
Caldwell Trust
Florida
$46.1K +$45.6K +600 New
RMC
505
Resources Management Corp
Connecticut
$46K
VFA
506
Valeo Financial Advisors
Indiana
$46K
SCM
507
Silvant Capital Management
Georgia
$44K
ZB
508
Zions Bancorporation
Utah
$41K
CTB
509
Country Trust Bank
Illinois
$40K +$7.6K +100 +23%
ASN
510
Advisory Services Network
Georgia
$40K +$18.5K +243 +87%
GI
511
Gradient Investments
Minnesota
$40K +$33.3K +438 +521%
KFS
512
Kelly Financial Services
Massachusetts
$38.4K
CHA
513
Carmichael Hill & Associates
Maryland
$38K +$38K +500 New
IF
514
Ironwood Financial
Arizona
$37K
BCA
515
Berman Capital Advisors
Georgia
$37K +$76 +1 +0.2%
BFC
516
Bedel Financial Consulting
Indiana
$35K
EP
517
Eudaimonia Partners
Tennessee
$35K +$34.3K +452 New
IFA
518
Interactive Financial Advisors
Illinois
$34K
WB
519
West Bancorporation
Iowa
$33K +$32.4K +427 New
OAM
520
Oppenheimer Asset Management
New York
$32K -$760 -10 -2%
BAM
521
Barrett Asset Management
New York
$32K
HWA
522
Heritage Wealth Advisors
Virginia
$31.5K
AIC
523
Ameritas Investment Company
Nebraska
$31K -$6.84K -90 -18%
BWA
524
BDO Wealth Advisors
Florida
$31K +$7.6K +100 +33%
CB
525
CNB Bank
Pennsylvania
$30K +$29.2K +385 New