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Name Holding Trade Value Shares
Change
Change in
Stake
HBW
601
Hazlett, Burt & Watson
West Virginia
$72K +$67.3K +600 New
WT
602
Whittier Trust
California
$70K +$5.5K +49 +9%
EI
603
Ellevest Inc
New York
$68K +$561 +5 +0.9%
PP
604
Pacifica Partners
Canada
$68K +$3.37K +30 +5%
SSB
605
Sandy Spring Bank
Maryland
$64K -$2.24K -20 -4%
GRP
606
Global Retirement Partners
California
$57K +$64.6K +576 New
GFPC
607
Global Financial Private Client
Florida
$55.4K – – –
Acadian Asset Management
608
Acadian Asset Management
Massachusetts
$55K -$148K -1,319 -74%
TPCW
609
TD Private Client Wealth
New York
$54.1K -$4.15K -37 -8%
AA
610
Addison Advisors
Vermont
$52K – – –
PMFA
611
Plante Moran Financial Advisors
Michigan
$48K -$21.8K -194 -33%
UB
612
UMB Bank
Missouri
$48K – – –
PWMG
613
Prestige Wealth Management Group
New Jersey
$48K +$4.37K +39 +11%
BWM
614
Baystate Wealth Management
Massachusetts
$48K +$11.2K +100 +33%
PCG
615
Private Capital Group
Connecticut
$45K -$2.13K -19 -5%
EW
616
Evoke Wealth
California
$45K +$2.13K +19 +5%
GWS
617
Glassman Wealth Services
Virginia
$43K +$16.6K +148 +71%
GAM
618
Gemmer Asset Management
California
$37K +$673 +6 +2%
FF
619
FourThought Financial
Florida
$35K -$1.57K -14 -5%
SC
620
Seldon Capital
California
$35K – – –
FRA
621
Front Row Advisors
California
$32K -$449 -4 -1%
ZB
622
Zions Bancorporation
Utah
$30K +$1.79K +16 +7%
ACK
623
Andrew C. Karlinski
$30K +$28K +250 New
NFSG
624
Newbridge Financial Services Group
Florida
$28K – – –
DBG
625
De Burlo Group
Massachusetts
$26.4K +$24.8K +221 New