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Name Holding Trade Value Shares
Change
Change in
Stake
CA
2701
Crewe Advisors
Utah
$103K +$24.6K +513 +27%
HFM
2702
Hartford Financial Management
Connecticut
$101K – – –
EI
2703
Ellevest Inc
New York
$100K -$91K -1,901 -45%
HFM
2704
Harvest Fund Management
China
$99K -$241K -5,030 -68%
SFO
2705
Standard Family Office
South Dakota
$99K +$111K +2,321 New
TFP
2706
Tilia Fiduciary Partners
North Carolina
$96K +$13.8K +288 +15%
NMG
2707
New Millennium Group
Utah
$96K +$107K +2,240 New
DWA
2708
Dougherty Wealth Advisers
Minnesota
$92K – – –
PPWM
2709
PFG Private Wealth Management
Florida
$88K +$527 +11 +0.5%
FMTCOCP
2710
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$88K +$20K +417 +25%
EARNEST Partners
2711
EARNEST Partners
Georgia
$87K – – –
CDIA
2712
Capital Directions Investment Advisors
Georgia
$82K +$8.95K +187 +11%
BBPWM
2713
Blue Bell Private Wealth Management
Pennsylvania
$79K +$1.68K +35 +2%
MAM
2714
Marquette Asset Management
Minnesota
$78K – – –
CWM
2715
Cedar Wealth Management
California
$77K -$68.9K -1,440 -44%
PWC
2716
PYA Waltman Capital
Tennessee
$77K +$49.4K +1,031 +134%
JPLA
2717
Joseph P. Lucia & Associates
New York
$75K -$22.4K -467 -21%
CC
2718
Corsicana & Co
Texas
$72K -$24.5K -511 -23%
KC
2719
Knuff & Co
California
$72K – – –
LS
2720
Leelyn Smith
Illinois
$70K -$24.4K -509 -24%
BHWM
2721
Bay Harbor Wealth Management
Maryland
$70K +$431 +9 +0.5%
BCM
2722
Birch Capital Management
Texas
$69.8K – – –
AWM
2723
AllSquare Wealth Management
New York
$69K – – –
CMP
2724
Coston McIsaac & Partners
Maine
$69K +$77.2K +1,612 New
MIM
2725
Macroview Investment Management
Maryland
$68K +$48 +1 +0.1%