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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
501
Wealthcare Capital Management
Virginia
$18K
EI
502
Ellevest Inc
New York
$18K +$12.2K +208 +229%
DWM
503
Doyle Wealth Management
Florida
$18K +$17.6K +300 New
OIA
504
Optimum Investment Advisors
Illinois
$17K
TAM
505
Tiverton Asset Management
Delaware
$16K -$405K -6,917 -96%
TWA
506
TCI Wealth Advisors
Arizona
$15K -$1.05K -18 -7%
HFM
507
Hartford Financial Management
Connecticut
$15K
PCG
508
Private Capital Group
Connecticut
$15K
IWA
509
IBEX Wealth Advisors
New Jersey
$15K +$15.3K +262 New
BCA
510
Berman Capital Advisors
Georgia
$14K -$819 -14 -5%
CFG
511
Citizens Financial Group
Rhode Island
$14K
FWM
512
Focused Wealth Management
New York
$14K
NCM
513
Next Capital Management
New York
$14K +$14K +240 New
SLF
514
Sun Life Financial
Ontario, Canada
$13K -$14.1K -241 -53%
VFA
515
Valeo Financial Advisors
Indiana
$12K -$644 -11 -5%
CAW
516
Cornerstone Advisors (Washington)
Washington
$12K
HNB
517
Huntington National Bank
Ohio
$12K
BWM
518
Baystate Wealth Management
Massachusetts
$11K
FPFS
519
First Personal Financial Services
North Carolina
$11K
YWP
520
YorkBridge Wealth Partners
New York
$11K
RWA
521
Redhawk Wealth Advisors
Minnesota
$11K +$10.3K +176 New
BFC
522
Bedel Financial Consulting
Indiana
$10K
EARNEST Partners
523
EARNEST Partners
Georgia
$10K
SIS
524
Sound Income Strategies
Florida
$10K
GWS
525
Glassman Wealth Services
Virginia
$10K +$1.29K +22 +16%