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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
526
Raffa Wealth Management
District of Columbia
$38K – – –
WEC
527
Winslow Evans & Crocker
Massachusetts
$36K – – –
BCA
528
Berman Capital Advisors
Georgia
$36K +$92 +1 +0.3%
PFBT
529
Parkside Financial Bank & Trust
Missouri
$35K +$6.23K +68 +23%
EI
530
Ellevest Inc
New York
$31K +$28.1K +307 +2,047%
ZB
531
Zions Bancorporation
Utah
$28K -$1.01K -11 -4%
ANBT
532
American National Bank & Trust
Texas
$27K – – –
TI
533
tru Independence
Oregon
$27K +$49.5K +540 New
ACM
534
Allred Capital Management
Texas
$26.9K +$25.9K +283 New
FMII
535
Farmers & Merchants Investments Inc
Nebraska
$26K +$458 +5 +2%
CIA
536
CSat Investment Advisory
Michigan
$26K +$11.8K +129 +90%
OSAM
537
O'Shaughnessy Asset Management
Connecticut
$26K +$24.6K +269 New
LC
538
Lindbrook Capital
California
$25K +$1.01K +11 +4%
EWA
539
Evolution Wealth Advisors
Florida
$21K +$18.6K +203 +1,068%
HIA
540
Harbor Investment Advisory
Maryland
$21K +$20.6K +225 New
RA
541
Rational Advisors
New York
$20K +$3.39K +37 +21%
CB
542
CNB Bank
Pennsylvania
$19K – – –
AssetMark Inc
543
AssetMark Inc
California
$17K -$3.85K -42 -19%
GAM
544
Gemmer Asset Management
California
$17K -$366 -4 -2%
KFS
545
Kelly Financial Services
Massachusetts
$16.8K – – –
SWM
546
Sugarloaf Wealth Management
Georgia
$15K +$14K +153 New
TWA
547
TCI Wealth Advisors
Arizona
$15K +$14.3K +156 +3,120%
PA
548
Procyon Advisors
Connecticut
$15K +$14.6K +159 New
RG
549
Retirement Group
California
$15K +$14.9K +163 New
APA
550
American Portfolios Advisors
New York
$13.7K – – –