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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
776
Nelson Capital Management
California
$7K – – –
SPL
777
Smart Portfolios LLC
Washington
$7K +$6.94K +236 New
EFSCE
778
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$5.56K -189 -47%
CAC
779
Certified Advisory Corp
Florida
$6K – – –
IDBONY
780
Israel Discount Bank of New York
New York
$6K – – –
RWA
781
River Wealth Advisors
Pennsylvania
$6K – – –
VRM
782
Vectors Research Management
New York
$6K – – –
WEC
783
Winslow Evans & Crocker
Massachusetts
$6K – – –
EI
784
Ellevest Inc
New York
$6K +$6.03K +205 New
TL
785
TrueWealth LLC
Georgia
$5K -$471 -16 -9%
MWM
786
Mascoma Wealth Management
New Hampshire
$5K – – –
ME
787
McIlrath & Eck
Washington
$5K – – –
BWL
788
Bogart Wealth LLC
Virginia
$5K +$1.38K +47 +29%
FFC
789
First Financial Corp
Indiana
$4K -$467K -15,867 -99%
PFGIA
790
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$4.35K -148 -48%
CAL
791
Capital Analysts LLC
Pennsylvania
$4K – – –
IBOK
792
Independence Bank of Kentucky
Kentucky
$4K – – –
CFA
793
Clarfeld Financial Advisors
New York
$4K +$3.73K +127 New
PRC
794
Pearl River Capital
Michigan
$4K +$4.41K +150 New
CFD
795
Creative Financial Designs
Indiana
$3K -$1.03K -35 -26%
AF
796
Allworth Financial
California
$3K – – –
ARMC
797
American Research & Management Company
Massachusetts
$3K – – –
CB
798
CNB Bank
Pennsylvania
$3K – – –
CFN
799
Cordasco Financial Network
Florida
$3K – – –
CCM
800
Cribstone Capital Management
Maine
$3K – – –