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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1726
MBE Wealth Management
Wisconsin
$52K +$59.5K +891 New
HIIFS
1727
Harel Insurance Investments & Financial Services
Israel
$51K -$123K -1,846 -68%
EI
1728
Ellevest Inc
New York
$50K +$22K +330 +63%
AWM
1729
AllSquare Wealth Management
New York
$49K – – –
AA
1730
Advisory Alpha
Michigan
$49K +$10.7K +161 +25%
SLF
1731
Sun Life Financial
Ontario, Canada
$47K -$682K -10,213 -93%
BL
1732
Balentine LLC
Georgia
$47K -$21.6K -324 -29%
PO
1733
Private Ocean
California
$44K -$21K -315 -30%
CFG
1734
Capstone Financial Group
Oklahoma
$44K – – –
DTIM
1735
Danda Trouve Investment Management
Kansas
$43K +$15.3K +229 +46%
BCA
1736
Bray Capital Advisors
Florida
$43K +$20K +300 +72%
JSC
1737
Jackson Square Capital
California
$43K +$42.7K +640 +719%
TIM
1738
Tortoise Investment Management
New York
$42K -$30K -450 -39%
PCC
1739
Park Circle Company
Maryland
$42K – – –
HFS
1740
HBC Financial Services
Washington
$41K -$26.5K -397 -57%
CCA
1741
Column Capital Advisors
Indiana
$41K -$1K -15 -2%
O
1742
Ossiam
France
$41K +$5.54K +83 +14%
GSC
1743
G&S Capital
Colorado
$40K – – –
FCMT
1744
Founders Capital Management (Texas)
Texas
$39K +$10.3K +154 +31%
HIM
1745
Hillsdale Investment Management
Ontario, Canada
$37K – – –
PCFFS
1746
Pacific Center for Financial Services
California
$37K – – –
HFA
1747
HC Financial Advisors
California
$36K +$40.7K +610 New
BWA
1748
Burt Wealth Advisors
Maryland
$35K – – –
EARNEST Partners
1749
EARNEST Partners
Georgia
$35K – – –
AWM
1750
Avior Wealth Management
Nebraska
$35K +$30.4K +455 +327%