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Name Holding Trade Value Shares
Change
Change in
Stake
EI
1226
Ellevest Inc
New York
$54K +$33.2K +159 +173%
PA
1227
Perennial Advisors
New York
$53K +$51K +244 New
BWM
1228
Birchcreek Wealth Management
Ohio
$51K +$49.3K +236 New
TFO
1229
Tarbox Family Office
California
$48K – – –
FRA
1230
Front Row Advisors
California
$47K -$3.76K -18 -8%
AF
1231
Allworth Financial
California
$47K +$3.76K +18 +9%
JFGIW
1232
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46K +$19.6K +94 +80%
CAM
1233
CenterStar Asset Management
Illinois
$44K – – –
WWM
1234
Wolff Wiese Magana
California
$44K +$42.4K +203 New
CA
1235
Centerpoint Advisors
Massachusetts
$43K – – –
CCM
1236
Cribstone Capital Management
Maine
$43K – – –
FPS
1237
Fieldpoint Private Securities
Connecticut
$43K +$41.8K +200 New
TF
1238
TimeScale Financial
Massachusetts
$42K -$7.73K -37 -16%
CMA
1239
Cedar Mountain Advisors
Oregon
$42K – – –
TWM
1240
Tradition Wealth Management
Minnesota
$41K +$39.5K +189 New
PFGIA
1241
Patriot Financial Group Insurance Agency
Massachusetts
$39K – – –
ONST
1242
Old North State Trust
North Carolina
$37K -$6.68K -32 -16%
D
1243
Diversified
Delaware
$37K +$38.6K +185 New
OIS
1244
Okabena Investment Services
Minnesota
$35K – – –
SWM
1245
Sugarloaf Wealth Management
Georgia
$34K – – –
FWM
1246
Focused Wealth Management
New York
$33K – – –
SLF
1247
Sun Life Financial
Ontario, Canada
$32K – – –
GWS
1248
Glassman Wealth Services
Virginia
$32K +$14K +67 +82%
EARNEST Partners
1249
EARNEST Partners
Georgia
$30K – – –
LWM
1250
Liberty Wealth Management
California
$28K – – –