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Name Holding Trade Value Shares
Change
Change in
Stake
PVH
501
Psagot Value Holdings
Israel
$10K -$4.85K -184 -35%
HCM
502
Hilton Capital Management
New York
$10K
NWM
503
Northwest Wealth Management
Iowa
$10K +$8.43K +320 New
LWA
504
Lowe Wealth Advisors
Maryland
$10K +$9.62K +365 New
BBHC
505
Brown Brothers Harriman & Co
New York
$9K -$2.24K -85 -22%
CB
506
Community Bank
New York
$9K +$7.59K +288 New
BWA
507
Burt Wealth Advisors
Maryland
$9K +$7.86K +298 New
DOA
508
D'Orazio & Associates
Virginia
$9K +$8.06K +306 New
CLOS
509
Compagnie Lombard Odier SCmA
Switzerland
$9K +$8.22K +312 New
LWCFA
510
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K -$3.24K -123 -32%
1NWS
511
1 North Wealth Services
Maryland
$8K
FWM
512
Focused Wealth Management
New York
$8K
EWM
513
Endurance Wealth Management
Rhode Island
$8K +$3.11K +118 +78%
WCM
514
WealthBridge Capital Management
Ohio
$8K +$6.46K +245 New
FGAM
515
Financial Gravity Asset Management
Texas
$8K +$6.51K +247 New
CMO
516
Covenant Multifamily Offices
Texas
$8K +$6.75K +256 New
EFSCE
517
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$7.54K +286 New
M
518
MOTCO
Texas
$7K -$53 -2 -0.9%
BG
519
Bollard Group
Massachusetts
$7K
EI
520
Ellevest Inc
New York
$7K +$2.93K +111 +80%
FMTCOCP
521
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K +$2.93K +111 +79%
CIM
522
Contravisory Investment Management
Massachusetts
$7K +$6.3K +239 New
LF
523
Lee Financial
Texas
$7K +$6.46K +245 New
BCI
524
Brinker Capital Investments
Pennsylvania
$7K +$6.51K +247 New
AssetMark Inc
525
AssetMark Inc
California
$7K +$6.56K +249 New