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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1851
Personal Wealth Partners
Minnesota
$36K +$10.7K +242 +44%
LWA
1852
Lenox Wealth Advisors
New York
$34K +$8.9K +201 +37%
FEG
1853
Financial Enhancement Group
Indiana
$34K +$22.2K +500 +192%
EI
1854
Ellevest Inc
New York
$33K -$12.1K -273 -27%
CWM
1855
Cranbrook Wealth Management
Michigan
$33K – – –
TC
1856
Truvestments Capital
Florida
$33K +$4.17K +94 +15%
BCA
1857
Bray Capital Advisors
Florida
$32K – – –
SL
1858
Salomon & Ludwin
Virginia
$31K – – –
GWA
1859
Guidant Wealth Advisors
Illinois
$31K +$30K +678 New
BDWM
1860
Brewin Dolphin Wealth Management
Ireland
$30.6K – – –
LF
1861
Lee Financial
Texas
$27K – – –
MA
1862
MCF Advisors
Kentucky
$25K – – –
LWA
1863
Lowe Wealth Advisors
Maryland
$24K – – –
HWM
1864
Holloway Wealth Management
Florida
$23K – – –
WC
1865
Weil Company
California
$23K +$22.2K +501 New
EWA
1866
Evolution Wealth Advisors
Florida
$21K -$6.69K -151 -25%
Kayne Anderson Rudnick Investment Management
1867
Kayne Anderson Rudnick Investment Management
California
$21K +$3.99K +90 +24%
MCM
1868
MV Capital Management
Maryland
$21K +$9.61K +217 +87%
AWM
1869
Avondale Wealth Management
Texas
$20K – – –
MWC
1870
MBM Wealth Consultants
Missouri
$20K – – –
IWA
1871
Intercontinental Wealth Advisors
Texas
$20K +$89 +2 +0.5%
NC
1872
NewSquare Capital
Pennsylvania
$19K -$31K -700 -63%
VEA
1873
Virtus ETF Advisers
New York
$18K -$23.3K -525 -57%
LGWM
1874
Litman Gregory Wealth Management
California
$18K -$14.8K -335 -45%
SCA
1875
Stuart Chaussee & Associates
California
$18K – – –