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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
501
Sandy Spring Bank
Maryland
$14K +$14.4K +848 New
FHA
502
Flagship Harbor Advisors
Massachusetts
$12K +$119 +7 +0.9%
EI
503
Ellevest Inc
New York
$12K +$6.96K +411 +139%
JFGIW
504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K
HR
505
Howe & Rusling
New York
$11K +$1.61K +95 +16%
TFO
506
Tarbox Family Office
California
$10K
PCP
507
Proficio Capital Partners
Massachusetts
$10K +$3.39K +200 +49%
CI
508
CX Institutional
Indiana
$10K +$6.96K +411 +262%
SWA
509
Sutton Wealth Advisors
Florida
$8.21K
FANJ
510
Financial Architects (New Jersey)
New Jersey
$8K -$16.8K -993 -67%
IF
511
Ironwood Financial
Arizona
$8K
FGAM
512
Financial Gravity Asset Management
Texas
$8K +$1.57K +93 +26%
DWM
513
Doyle Wealth Management
Florida
$8K +$8.47K +500 New
KCPG
514
Kavar Capital Partners Group
Kansas
$8K +$8.47K +500 New
SFSIG
515
San Francisco Sentry Investment Group
California
$7K -$7.35K -434 -49%
QCIG
516
Quad-Cities Investment Group
Iowa
$6K +$51 +3 +0.8%
FMII
517
Farmers & Merchants Investments Inc
Nebraska
$6K +$356 +21 +6%
PFBT
518
Parkside Financial Bank & Trust
Missouri
$6K +$576 +34 +11%
VFA
519
Valeo Financial Advisors
Indiana
$5K -$508 -30 -9%
AC
520
Avestar Capital
New York
$5K
PFO
521
Pathstone Family Office
New Jersey
$5K
TWA
522
TCI Wealth Advisors
Arizona
$5K
WCG
523
Weaver Consulting Group
California
$5K
SCA
524
Stonebridge Capital Advisors
Minnesota
$5K +$4.78K +282 New
DWM
525
Destination Wealth Management
California
$5K +$5.35K +316 New