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Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
951
Brewin Dolphin Wealth Management
Ireland
$31K
HGWM
952
Harvest Group Wealth Management
Massachusetts
$31K
SFG
953
Sage Financial Group
Pennsylvania
$29K
TIM
954
Tortoise Investment Management
New York
$29K
FCM
955
Firestone Capital Management
Florida
$28K
HWA
956
HHM Wealth Advisors
Tennessee
$28K
MAM
957
Marquette Asset Management
Minnesota
$27K
EI
958
Ellevest Inc
New York
$26K -$1.13K -9 -4%
ZB
959
Zions Bancorporation
Utah
$26K +$3.14K +25 +13%
POIA
960
Pin Oak Investment Advisors
Texas
$25K
APW
961
Acima Private Wealth
Virginia
$24K -$121K -963 -82%
DOA
962
D'Orazio & Associates
Virginia
$24K
BWM
963
Baystate Wealth Management
Massachusetts
$24K +$6.28K +50 +33%
BWA
964
Burt Wealth Advisors
Maryland
$23K
IRC
965
Investors Research Corp
Georgia
$23K
GTAM
966
Global Trust Asset Management
Florida
$22K
LWM
967
Liberty Wealth Management
California
$22K +$2.76K +22 +13%
Loomis, Sayles & Company
968
Loomis, Sayles & Company
Massachusetts
$22K +$4.65K +37 +24%
OSNBOA
969
Old Second National Bank of Aurora
Illinois
$21K -$23.9K -190 -51%
AWMS
970
Advocacy Wealth Management Services
Georgia
$21K -$2.76K -22 -11%
PMFA
971
Plante Moran Financial Advisors
Michigan
$19K -$16.2K -129 -45%
LF
972
Lee Financial
Texas
$19K -$1.76K -14 -8%
TPWA
973
TRUE Private Wealth Advisors
Oregon
$19K -$1.63K -13 -7%
FFA
974
Founders Financial Alliance
North Carolina
$19K +$20.7K +165 New
FWM
975
Filbrandt Wealth Management
Wisconsin
$17K