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Name Holding Trade Value Shares
Change
Change in
Stake
EI
851
Ellevest Inc
New York
$168K +$10.8K +33 +6%
KFS
852
Kelly Financial Services
Massachusetts
$160K – – –
HI
853
Harbour Investments
Wisconsin
$159K -$67.5K -206 -27%
IFAM
854
Institutional & Family Asset Management
Colorado
$155K – – –
M
855
Mirova
France
$154K +$15.7K +48 +10%
BC
856
Burleson & Co
California
$153K – – –
TLCM
857
Twin Lakes Capital Management
California
$145K -$5.57K -17 -3%
LWM
858
Liberty Wealth Management
California
$145K – – –
DA
859
Denali Advisors
California
$141K -$32.8K -100 -17%
ACM
860
Adalta Capital Management
New York
$141K – – –
KFI
861
Key Financial Inc
Pennsylvania
$140K -$135K -411 -45%
BWP
862
Baldwin Wealth Partners
Massachusetts
$136K +$26.2K +80 +20%
PB
863
Pinnacle Bancorp
Nebraska
$135K -$1.64K -5 -1%
WWM
864
Wolff Wiese Magana
California
$132K – – –
PFGIA
865
Patriot Financial Group Insurance Agency
Massachusetts
$132K +$2.62K +8 +2%
JWM
866
Janiczek Wealth Management
Colorado
$130K +$50.5K +154 +50%
LPIC
867
LeJeune Puetz Investment Counsel
Michigan
$128K – – –
CBT
868
CoreFirst Bank & Trust
Kansas
$127K – – –
TSW
869
Thompson Siegel & Walmsley
Virginia
$126K – – –
WOSD
870
WFA of San Diego
California
$125K +$145K +442 New
DWA
871
Dougherty Wealth Advisers
Minnesota
$121K – – –
WT
872
Washington Trust
Rhode Island
$121K +$656 +2 +0.5%
CHC
873
City Holding Co
West Virginia
$120K – – –
BFC
874
Bedel Financial Consulting
Indiana
$115K – – –
CF
875
Centaurus Financial
California
$114K -$32.8K -100 -20%