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Name Holding Trade Value Shares
Change
Change in
Stake
FC
2701
Family CFO
California
$103K -$1.53K -32 -1%
CA
2702
Crewe Advisors
Utah
$103K +$24.6K +513 +27%
HFM
2703
Hartford Financial Management
Connecticut
$101K
EI
2704
Ellevest Inc
New York
$100K -$91K -1,901 -45%
HFM
2705
Harvest Fund Management
China
$99K -$241K -5,030 -68%
SFO
2706
Standard Family Office
South Dakota
$99K +$111K +2,321 New
TFP
2707
Tilia Fiduciary Partners
North Carolina
$96K +$13.8K +288 +15%
NMG
2708
New Millennium Group
Utah
$96K +$107K +2,240 New
DWA
2709
Dougherty Wealth Advisers
Minnesota
$92K
PPWM
2710
PFG Private Wealth Management
Florida
$88K +$527 +11 +0.5%
FMTCOCP
2711
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$88K +$20K +417 +25%
EARNEST Partners
2712
EARNEST Partners
Georgia
$87K
CDIA
2713
Capital Directions Investment Advisors
Georgia
$82K +$8.95K +187 +11%
BBPWM
2714
Blue Bell Private Wealth Management
Pennsylvania
$79K +$1.68K +35 +2%
MAM
2715
Marquette Asset Management
Minnesota
$78K
CWM
2716
Cedar Wealth Management
California
$77K -$68.9K -1,440 -44%
PWC
2717
PYA Waltman Capital
Tennessee
$77K +$49.4K +1,031 +134%
JPLA
2718
Joseph P. Lucia & Associates
New York
$75K -$22.4K -467 -21%
CC
2719
Corsicana & Co
Texas
$72K -$24.5K -511 -23%
KC
2720
Knuff & Co
California
$72K
LS
2721
Leelyn Smith
Illinois
$70K -$24.4K -509 -24%
BHWM
2722
Bay Harbor Wealth Management
Maryland
$70K +$431 +9 +0.5%
BCM
2723
Birch Capital Management
Texas
$69.8K
AWM
2724
AllSquare Wealth Management
New York
$69K
CMP
2725
Coston McIsaac & Partners
Maine
$69K +$77.2K +1,612 New