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Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
1101
Cassady Schiller Wealth Management
Ohio
$25.8K +$26K +177 New
DCBT
1102
Dakota Community Bank & Trust
North Dakota
$25K -$47.7K -325 -65%
GFPC
1103
Global Financial Private Client
Florida
$24.5K
SWM
1104
Sugarloaf Wealth Management
Georgia
$23.1K
FWM
1105
Focused Wealth Management
New York
$23K
C
1106
Covestor
United Kingdom
$23K -$294 -2 -1%
CWP
1107
Concord Wealth Partners
Virginia
$22.5K +$22.8K +155 New
CPG
1108
Cornerstone Planning Group
New Jersey
$22.1K +$21.9K +149 New
AWM
1109
Accurate Wealth Management
Florida
$22.1K +$21.3K +145 New
CNBTD
1110
Citizens National Bank Trust Department
Mississippi
$22K
IFS
1111
Intelligent Financial Strategies
Minnesota
$21.9K
MLA
1112
MB, Levis & Associates
Pennsylvania
$21.8K +$22K +150 New
FRA
1113
Front Row Advisors
California
$21K -$1.76K -12 -8%
GWS
1114
Glassman Wealth Services
Virginia
$21K -$28.1K -191 -57%
EARNEST Partners
1115
EARNEST Partners
Georgia
$20.4K
JWM
1116
Janiczek Wealth Management
Colorado
$20K -$43.5K -296 -69%
FPFS
1117
First Personal Financial Services
North Carolina
$19.2K
AJ
1118
Ashburton (Jersey)
Jersey
$19K -$363K -2,472 -95%
PMFA
1119
Plante Moran Financial Advisors
Michigan
$18.3K
BC
1120
Barrett & Company
Rhode Island
$18.2K
TIM
1121
Tortoise Investment Management
New York
$17.3K
BAAM
1122
Baker Avenue Asset Management
California
$17K +$17.2K +117 New
POIA
1123
Pin Oak Investment Advisors
Texas
$17K
BWM
1124
Baystate Wealth Management
Massachusetts
$17K +$147 +1 +0.9%
EI
1125
Ellevest Inc
New York
$16.8K -$51.3K -349 -75%