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