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Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
2101
Harvest Group Wealth Management
Massachusetts
$78K +$14.2K +40 +20%
BDWM
2102
Brewin Dolphin Wealth Management
Ireland
$74.9K -$216K -610 -73%
NL
2103
NVWM LLC
Pennsylvania
$73K -$36.1K -102 -31%
FP
2104
Financial Perspectives
Minnesota
$71.5K +$77.5K +219 New
BWA
2105
Burt Wealth Advisors
Maryland
$71K – – –
AW
2106
Alpha Windward
Massachusetts
$68K +$6.37K +18 +9%
PP
2107
Pacifica Partners
Canada
$68K +$74.3K +210 New
CFG
2108
CKW Financial Group
Hawaii
$65K – – –
SC
2109
Solstein Capital
California
$64K +$69.7K +197 New
JPLA
2110
Joseph P. Lucia & Associates
New York
$63K -$8.85K -25 -11%
MCM
2111
McMillion Capital Management
North Carolina
$62K -$33.6K -95 -33%
EI
2112
Ellevest Inc
New York
$60K +$15.6K +44 +31%
GTAM
2113
Global Trust Asset Management
Florida
$55K – – –
ST
2114
Sageworth Trust
Pennsylvania
$52K – – –
CTC (Chicago Trading Company)
2115
CTC (Chicago Trading Company)
Illinois
$51.7K +$56.3K +159 New
M
2116
MOTCO
Texas
$51K -$121K -343 -69%
BC
2117
Barnett & Company
Tennessee
$51K -$26.6K -75 -32%
AWA
2118
Artemis Wealth Advisors
New York
$48.9K – – –
MI
2119
Moneywise Inc
Virginia
$48K +$44.3K +125 New
EWM
2120
Endurance Wealth Management
Rhode Island
$47K +$45.7K +129 +860%
AIA
2121
Arcadia Investment Advisors
Idaho
$44.6K -$41.8K -118 -46%
FPFS
2122
First Personal Financial Services
North Carolina
$43K -$93.8K -265 -67%
FBT
2123
First Bank & Trust
South Dakota
$41K – – –
PCFFS
2124
Pacific Center for Financial Services
California
$41K – – –
PC
2125
Permanens Capital
New York
$40K +$23K +65 +112%