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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1001
Capital Bank & Trust
California
$34K -$2.77K -10 -8%
HFM
1002
Hartford Financial Management
Connecticut
$34K
SNT
1003
Security National Trust
West Virginia
$34K
EI
1004
Ellevest Inc
New York
$34K +$30.8K +111 +2,220%
SC
1005
Solstein Capital
California
$34K +$31.9K +115 New
WPA
1006
West Paces Advisors
Georgia
$33.2K -$277 -1 -0.9%
TFS
1007
TrustCore Financial Services
Tennessee
$33K
KPW
1008
Kore Private Wealth
New York
$33K +$30.5K +110 New
AIM
1009
Anchor Investment Management
South Carolina
$32.6K
SLF
1010
Sun Life Financial
Ontario, Canada
$32K -$11.9K -43 -28%
DAM
1011
Delta Asset Management
Tennessee
$32K
BCM
1012
Bourgeon Capital Management
Connecticut
$31K -$6.94K -25 -19%
CLOS
1013
Compagnie Lombard Odier SCmA
Switzerland
$30K -$85.2K -307 -75%
EARNEST Partners
1014
EARNEST Partners
Georgia
$30K
HI
1015
Hudock Inc
Pennsylvania
$29K
SIC
1016
Salem Investment Counselors
North Carolina
$29K +$26.9K +97 New
TI
1017
tru Independence
Oregon
$28K +$25K +90 New
BWA
1018
BDO Wealth Advisors
Florida
$27K -$2.77K -10 -10%
RMC
1019
Resources Management Corp
Connecticut
$25K -$16.6K -60 -41%
VCM
1020
Versant Capital Management
Arizona
$25K -$3.05K -11 -11%
PO
1021
Private Ocean
California
$24K -$36.1K -130 -62%
WCG
1022
Weaver Consulting Group
California
$24K -$4.99K -18 -15%
PCFFS
1023
Pacific Center for Financial Services
California
$23K
PFGIA
1024
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$9.71K +35 +85%
ETC
1025
Exchange Traded Concepts
Oklahoma
$23K +$21.4K +77 New