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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
1201
Creative Financial Designs
Indiana
$16K +$15.1K +78 New
AWM
1202
AllSquare Wealth Management
New York
$15K – – –
FAM
1203
Fred Alger Management
New York
$15K +$14.9K +77 New
RIM
1204
Rockbridge Investment Management
New York
$14K +$13.4K +69 New
LWS
1205
Lucia Wealth Services
California
$13K +$12.6K +65 New
GWS
1206
Glassman Wealth Services
Virginia
$12K +$5.81K +30 +100%
CCA
1207
Column Capital Advisors
Indiana
$11K – – –
TL
1208
TrueWealth LLC
Georgia
$11K – – –
EWP
1209
Engrave Wealth Partners
Texas
$11K +$5.03K +26 +87%
EI
1210
Ellevest Inc
New York
$10K -$7.94K -41 -45%
RMC
1211
Resources Management Corp
Connecticut
$10K – – –
BAMG
1212
Brand Asset Management Group
Missouri
$9K – – –
GAM
1213
Gemmer Asset Management
California
$9K – – –
MF
1214
Manchester Financial
California
$9K – – –
PFO
1215
Pathstone Family Office
New Jersey
$9K – – –
EWA
1216
Evolution Wealth Advisors
Florida
$8K -$194 -1 -3%
CAC
1217
Certified Advisory Corp
Florida
$8K – – –
BWM
1218
BerganKDV Wealth Management
Minnesota
$8K +$1.55K +8 +24%
BFIM
1219
Beese Fulmer Investment Management
Ohio
$8K +$7.75K +40 New
SWM
1220
Selective Wealth Management
Virginia
$6K – – –
FMP
1221
Financial Management Professionals
Texas
$6K +$6.2K +32 New
PW
1222
Price Wealth
Texas
$6K +$6.2K +32 New
RWM
1223
Raffa Wealth Management
District of Columbia
$5.17K – – –
SIM
1224
Sonora Investment Management
Arizona
$5K -$3.87K -20 -44%
SFA
1225
Semmax Financial Advisors
North Carolina
$5K – – –