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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
101
Cresset Asset Management
Illinois
$49K -$17.3K -6,491 -24%
CCA
102
Checchi Capital Advisers
California
$48K -$1.88K -706 -3%
DADC
103
D.A. Davidson & Co
Montana
$48K +$136 +51 +0.3%
WA
104
Wealth Architects
California
$46K +$22.4K +8,414 +76%
SYBT
105
Stock Yards Bank & Trust
Kentucky
$45K
TC
106
TownSquare Capital
Utah
$43K
GTCM
107
Gyon Technologies Capital Management
New Jersey
$40K +$44.8K +16,860 New
CGL
108
Clarius Group LLC
Washington
$39K -$49.9K -18,756 -53%
CL
109
CPWM LLC
Washington
$38K
PA
110
Parallel Advisors
California
$35K -$9.82K -3,696 -20%
EI
111
Ellevest Inc
New York
$34K +$11.2K +4,208 +42%
OL
112
Optas LLC
Texas
$34K +$39.1K +14,723 New
RFN
113
RDA Financial Network
Iowa
$32K
FWCM
114
Ferguson Wellman Capital Management
Oregon
$31K
SAM
115
Secure Asset Management
Michigan
$29K -$294K -110,736 -90%
JWA
116
JFS Wealth Advisors
Pennsylvania
$29K
TW
117
Transform Wealth
Colorado
$29K
RJT
118
Raymond James Trust
Florida
$28K
SAM
119
Silvercrest Asset Management
New York
$28K
KeyBank National Association
120
KeyBank National Association
Ohio
$28K +$1.69K +635 +6%
LC
121
Lindbrook Capital
California
$27K -$10.6K -3,997 -26%
RhumbLine Advisers
122
RhumbLine Advisers
Massachusetts
$27K -$914 -344 -3%
GLLW
123
Graves Light Lenhart Wealth
Virginia
$26K
FIM
124
Fruth Investment Management
Texas
$25K
LWCFA
125
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K