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Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
726
Glassman Wealth Services
Virginia
$60K +$3.38K +100 +6%
BFEC
727
Benjamin F. Edwards & Company
Missouri
$58K -$599K -17,758 -91%
SQA
728
Simon Quick Advisors
New Jersey
$56K +$68 +2 +0.1%
EI
729
Ellevest Inc
New York
$55K -$3.65K -108 -6%
CTC
730
Central Trust Company
Missouri
$55K – – –
BAM
731
Barrett Asset Management
New York
$52K – – –
SAI
732
Systematic Alpha Investments
New Jersey
$52K – – –
TFM
733
TFC Financial Management
Massachusetts
$52K +$1.22K +36 +2%
CFO
734
CVA Family Office
Colorado
$50K +$14.9K +440 +44%
TFS
735
TrustCore Financial Services
Tennessee
$49K +$31.3K +928 +186%
PFBT
736
Parkside Financial Bank & Trust
Missouri
$48K +$2.23K +66 +5%
SFSIG
737
San Francisco Sentry Investment Group
California
$46K -$12.2K -362 -21%
CHC
738
City Holding Co
West Virginia
$45K – – –
PGWM
739
Parisi Gray Wealth Management
New Jersey
$43K +$42.3K +1,252 New
WB
740
Webster Bank
Connecticut
$41K – – –
BBHC
741
Brown Brothers Harriman & Co
New York
$41K +$33.9K +1,004 +534%
SWM
742
Selective Wealth Management
Virginia
$41K +$40.5K +1,200 New
PCG
743
Private Capital Group
Connecticut
$39K +$7.7K +228 +25%
PHK
744
Point72 Hong Kong
Hong Kong
$37K +$32.3K +958 +694%
AAP
745
Arax Advisory Partners
Colorado
$37K +$36.3K +1,076 New
KFI
746
Key Financial Inc
Pennsylvania
$36K – – –
SC
747
Steph & Co
Wisconsin
$36K – – –
TWA
748
TCI Wealth Advisors
Arizona
$35K -$338 -10 -1%
NIM
749
NuWave Investment Management
New Jersey
$34K -$172K -5,096 -84%
CA
750
Crewe Advisors
Utah
$34K – – –
28 29
30
31 32