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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
476
EverSource Wealth Advisors
Alabama
$30K -$67K -1,266 -68%
CT
477
Cambridge Trust
Massachusetts
$30K -$48.1K -908 -60%
TCOV
478
Trust Company of Vermont
Vermont
$28K
FPFS
479
First Personal Financial Services
North Carolina
$28K +$30K +566 New
BCA
480
Bray Capital Advisors
Florida
$27K
FCA
481
FinTrust Capital Advisors
South Carolina
$25K -$4.92K -93 -15%
CFFP
482
Center for Financial Planning
Michigan
$25K
First Manhattan
483
First Manhattan
New York
$25K
LF
484
Lee Financial
Texas
$25K
SC
485
Schubert & Co
Texas
$25K +$2.7K +51 +11%
SIC
486
SJS Investment Consulting
Ohio
$25K +$26.5K +500 New
HWA
487
HHM Wealth Advisors
Tennessee
$24K +$3.71K +70 +17%
BCMLT
488
Beacon Capital Management LLC (Tennessee)
Tennessee
$20K
MCM
489
McMillion Capital Management
North Carolina
$20K
SWA
490
SOA Wealth Advisors
New York
$20K +$688 +13 +3%
AA
491
Ancora Advisors
Ohio
$20K +$2.65K +50 +14%
FP
492
Financial Perspectives
Minnesota
$18.3K
EWM
493
Endurance Wealth Management
Rhode Island
$18K
WWM
494
Wolff Wiese Magana
California
$17K -$7.15K -135 -28%
C
495
Covestor
United Kingdom
$17K
BC
496
Bartlett & Co
Ohio
$16K
BCWM
497
Bartlett & Co Wealth Management
Ohio
$15.5K
1832 Asset Management
498
1832 Asset Management
Ontario, Canada
$15K
NF
499
Norwood Financial
Pennsylvania
$15K
CA
500
Centerpoint Advisors
Massachusetts
$15K +$106 +2 +0.7%