Name Holding Trade Value Shares
Change
Change in
Stake
EI
1226
Ellevest Inc
New York
$49K +$612 +10 +1%
CYG
1227
Clean Yield Group
Vermont
$49K +$1.96K +32 +4%
GKWIM
1228
Gerber Kawasaki Wealth & Investment Management
California
$49K +$52.5K +857 New
SWM
1229
Selective Wealth Management
Virginia
$48K -$11.3K -185 -18%
VCM
1230
Versant Capital Management
Arizona
$48K -$6.73K -110 -12%
JPLA
1231
Joseph P. Lucia & Associates
New York
$48K – – –
GWSG
1232
GPS Wealth Strategies Group
Colorado
$48K +$7.22K +118 +17%
TH
1233
TCTC Holdings
Texas
$47K +$2.51K +41 +5%
SFP
1234
Sterling Financial Planning
New Jersey
$47K +$9.92K +162 +25%
NSB
1235
Norway Savings Bank
Maine
$46K -$4.59K -75 -9%
GWS
1236
Glassman Wealth Services
Virginia
$46K +$6.37K +104 +15%
JWA
1237
JFS Wealth Advisors
Pennsylvania
$46K +$12.2K +200 +33%
RDFA
1238
Ritter Daniher Financial Advisory
Ohio
$43K – – –
HWMA
1239
Heritage Wealth Management (Arizona)
Arizona
$42K – – –
JGIA
1240
Jackson Grant Investment Advisers
Connecticut
$42K +$12.2K +200 +38%
CWP
1241
Concord Wealth Partners
Virginia
$40K -$18.2K -297 -30%
ACM
1242
AUA Capital Management
Pennsylvania
$40K -$10.2K -166 -19%
SFFS
1243
Stonehage Fleming Financial Services
Jersey
$40K – – –
PA
1244
PSI Advisors
Florida
$40K +$41.8K +683 New
FP
1245
Financial Perspectives
Minnesota
$38K -$1.9K -31 -4%
CAM
1246
Close Asset Management
United Kingdom
$38K -$8.02K -131 -16%
BAM
1247
Baldrige Asset Management
Pennsylvania
$38K – – –
PGAM
1248
Princeton Global Asset Management
New Jersey
$38K – – –
LJHT
1249
Laurie J. Hall Trustee
$37K – – –
MA
1250
Montag & Associates
Georgia
$37K – – –