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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1126
Steph & Co
Wisconsin
$15K – – –
SC
1127
Solstein Capital
California
$15K +$1.31K +7 +8%
GCM
1128
Gables Capital Management
Florida
$14K – – –
EI
1129
Ellevest Inc
New York
$14K +$940 +5 +6%
IWP
1130
IAG Wealth Partners
Wisconsin
$13K – – –
AWM
1131
AllSquare Wealth Management
New York
$12K – – –
JWBC
1132
John W. Brooker & Co
California
$12K – – –
FA
1133
Fortis Advisors
Pennsylvania
$10K – – –
CCA
1134
Column Capital Advisors
Indiana
$9K – – –
TL
1135
TrueWealth LLC
Georgia
$8K -$34.8K -185 -77%
RMC
1136
Resources Management Corp
Connecticut
$8K – – –
KC
1137
Knuff & Co
California
$8K +$9.4K +50 New
NEIRG
1138
New England Investment & Retirement Group
Massachusetts
$8K +$9.4K +50 New
CAC
1139
Certified Advisory Corp
Florida
$7K -$15.8K -84 -67%
SIM
1140
Sonora Investment Management
Arizona
$7K -$940 -5 -10%
BAMG
1141
Brand Asset Management Group
Missouri
$7K – – –
GAM
1142
Gemmer Asset Management
California
$7K +$3.76K +20 +87%
MF
1143
Manchester Financial
California
$7K +$8.64K +46 New
GSWM
1144
Golden State Wealth Management
California
$7K +$8.83K +47 New
PFO
1145
Pathstone Family Office
New Jersey
$7K +$8.83K +47 New
WLPWM
1146
Walled Lake Planning & Wealth Management
Illinois
$6K – – –
EWA
1147
Evolution Wealth Advisors
Florida
$6K +$564 +3 +8%
GWS
1148
Glassman Wealth Services
Virginia
$5K -$18K -96 -76%
BWM
1149
BerganKDV Wealth Management
Minnesota
$5K – – –
SWM
1150
Selective Wealth Management
Virginia
$5K – – –