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Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
851
Global Wealth Management Investment Advisory
Florida
$182K – – –
TCI Wealth Advisors
852
TCI Wealth Advisors
Arizona
$182K +$7.2K +24 +4%
SOW
853
State of Wyoming
Wyoming
$176K +$60.9K +203 +53%
RIA
854
Richwood Investment Advisors
Ohio
$164K +$163K +545 New
EI
855
Ellevest Inc
New York
$162K +$3K +10 +2%
CWA
856
Carolina Wealth Advisors
South Carolina
$160K – – –
Magellan Asset Management
857
Magellan Asset Management
Australia
$160K – – –
Harvest Fund Management
858
Harvest Fund Management
China
$158K -$74K -247 -32%
AA
859
Addison Advisors
Vermont
$151K +$899 +3 +0.6%
WPA
860
West Paces Advisors
Georgia
$145K – – –
SWA
861
SOA Wealth Advisors
New York
$142K +$16.2K +54 +13%
Covington Capital Management
862
Covington Capital Management
California
$136K -$7.79K -26 -5%
BFC
863
Bedel Financial Consulting
Indiana
$126K – – –
HNWAG
864
High Net Worth Advisory Group
Florida
$126K +$126K +419 New
LS
865
Leelyn Smith
Illinois
$120K +$120K +400 New
AP
866
Arlington Partners
Alabama
$115K +$114K +381 New
PCG
867
Private Capital Group
Connecticut
$106K -$13.5K -45 -11%
Heritage Wealth Advisors
868
Heritage Wealth Advisors
Virginia
$104K – – –
Washington Trust
869
Washington Trust
Rhode Island
$103K -$3K -10 -3%
Geneos Wealth Management
870
Geneos Wealth Management
Colorado
$101K -$44.4K -148 -30%
TFS
871
TrustCore Financial Services
Tennessee
$100K – – –
HCP
872
Hexagon Capital Partners
Arkansas
$99K – – –
NFG
873
Next Financial Group
Texas
$99K +$28.2K +94 +40%
LC
874
Lindbrook Capital
California
$94K +$5.4K +18 +6%
Salem Investment Counselors
875
Salem Investment Counselors
North Carolina
$94K +$94.1K +314 New