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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
801
Harvest Fund Management
China
$204K -$40K -139 -16%
CA
802
Continuum Advisory
Idaho
$204K -$39.1K -136 -15%
NCM
803
New Capital Management
Texas
$203K – – –
VCP
804
Verus Capital Partners
Arizona
$203K – – –
GLA
805
Great Lakes Advisors
Illinois
$201K -$290K -1,008 -57%
TWM
806
Tradition Wealth Management
Minnesota
$200K -$2.87K -10 -1%
EI
807
Ellevest Inc
New York
$194K +$53.2K +185 +35%
TIA
808
Tiemann Investment Advisors
California
$183K – – –
MCC
809
Money Concepts Capital
Florida
$182K -$58.6K -204 -23%
TAIM
810
TD Ameritrade Investment Management
Nebraska
$180K -$27.6K -96 -13%
DWA
811
Dougherty Wealth Advisers
Minnesota
$178K – – –
MCM
812
Manchester Capital Management
Vermont
$166K -$287 -1 -0.2%
JSAM
813
J. Safra Asset Management
New York
$166K – – –
CA
814
Clearstead Advisors
Ohio
$164K -$80.5K -280 -32%
GWMIA
815
Global Wealth Management Investment Advisory
Florida
$164K – – –
GWS
816
Glassman Wealth Services
Virginia
$162K +$173K +601 New
TWA
817
TCI Wealth Advisors
Arizona
$153K -$17.2K -60 -10%
BTI
818
Blue Trust Inc
Georgia
$151K +$134K +466 New
CG
819
Cutler Group
California
$149K +$159K +554 New
CWA
820
Carolina Wealth Advisors
South Carolina
$143K – – –
ST
821
Smithfield Trust
Pennsylvania
$140K – – –
AAP
822
Arax Advisory Partners
Colorado
$140K +$34.5K +120 +30%
AA
823
Addison Advisors
Vermont
$136K – – –
CCM
824
Covington Capital Management
California
$121K -$67.8K -236 -34%
BONH
825
Bank of New Hampshire
New Hampshire
$119K – – –