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Name Holding Trade Value Shares
Change
Change in
Stake
VAIA
601
Virtus Alternative Investment Advisers
Connecticut
$11K -$4.25K -44 -28%
HNB
602
Huntington National Bank
Ohio
$11K -$1.16K -12 -10%
LWA
603
Lenox Wealth Advisors
New York
$11K
AIA
604
Arcadia Investment Advisors
Idaho
$10.2K +$9.96K +103 New
HR
605
Howe & Rusling
New York
$10K
WEC
606
Winslow Evans & Crocker
Massachusetts
$10K
EI
607
Ellevest Inc
New York
$9K +$9.09K +94 New
PFWA
608
Paces Ferry Wealth Advisors
Georgia
$9K +$9.09K +94 New
CFGS
609
Concourse Financial Group Securities
Alabama
$8K
EW
610
Evoke Wealth
California
$8K
TFO
611
Tarbox Family Office
California
$8K
WLPWM
612
Walled Lake Planning & Wealth Management
Illinois
$7K
AA
613
Advisory Alpha
Michigan
$7K +$6.09K +63 New
CYG
614
Clean Yield Group
Vermont
$7K +$6.57K +68 New
NIC
615
Northwest Investment Counselors
Oregon
$7K +$7.06K +73 New
CQS
616
Credential Qtrade Securities
$6.76K
AWA
617
Arkadios Wealth Advisors
Georgia
$6.15K
SFS
618
Sowell Financial Services
Arkansas
$6K -$97 -1 -2%
BWM
619
BerganKDV Wealth Management
Minnesota
$6K
EWA
620
Evolution Wealth Advisors
Florida
$6K
GAM
621
Gemmer Asset Management
California
$6K
PWMG
622
Prestige Wealth Management Group
New Jersey
$6K
FMP
623
Financial Management Professionals
Texas
$5K
KTC
624
Kistler-Tiffany Companies
Pennsylvania
$5K
VCM
625
Versant Capital Management
Arizona
$5K