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Name Holding Trade Value Shares
Change
Change in
Stake
MCA
1901
Mercer Capital Advisers
New Jersey
$133K -$13.4K -300 -9%
TFO
1902
Tarbox Family Office
California
$131K +$41.8K +940 +48%
LJHT
1903
Laurie J. Hall Trustee
$130K +$17.4K +390 +16%
HI
1904
Human Investing
Oregon
$129K – – –
CA
1905
Crewe Advisors
Utah
$129K +$3.43K +77 +3%
LWANC
1906
Laurel Wealth Advisors (North Carolina)
North Carolina
$128K – – –
WC
1907
Whitnell & Co
Illinois
$128K +$89 +2 +0.1%
CWP
1908
CFM Wealth Partners
Texas
$126K +$119K +2,684 New
ATC
1909
Adirondack Trust Company
New York
$125K -$154K -3,450 -54%
DOA
1910
D'Orazio & Associates
Virginia
$123K +$267 +6 +0.2%
EI
1911
Ellevest Inc
New York
$122K +$87.4K +1,963 +265%
BFC
1912
Bedel Financial Consulting
Indiana
$121K – – –
HGWM
1913
Harvest Group Wealth Management
Massachusetts
$120K +$178 +4 +0.1%
CHA
1914
Carmichael Hill & Associates
Maryland
$118K +$117K +2,623 New
AAP
1915
Arax Advisory Partners
Colorado
$117K +$89 +2 +0.1%
FA
1916
Fortis Advisors
Pennsylvania
$117K +$12.2K +275 +12%
SFPG
1917
Stonebridge Financial Planning Group
Florida
$117K +$116K +2,604 New
JIR
1918
James Investment Research
Ohio
$115K – – –
SAS
1919
Stelac Advisory Services
New York
$114K +$113K +2,537 New
ME
1920
McIlrath & Eck
Washington
$113K – – –
BHWM
1921
Bay Harbor Wealth Management
Maryland
$110K -$3.03K -68 -3%
MUS
1922
Mitsubishi UFJ Securities
Japan
$110K – – –
IBOK
1923
Independence Bank of Kentucky
Kentucky
$106K – – –
TL
1924
TrueWealth LLC
Georgia
$106K – – –
HI
1925
Hudock Inc
Pennsylvania
$102K +$45 +1 +0%