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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
501
Burt Wealth Advisors
Maryland
$19K – – –
EIP
502
Ellis Investment Partners
Pennsylvania
$19K +$19.2K +328 New
WCM
503
Wealthcare Capital Management
Virginia
$18K – – –
EI
504
Ellevest Inc
New York
$18K +$12.2K +208 +229%
DWM
505
Doyle Wealth Management
Florida
$18K +$17.6K +300 New
OIA
506
Optimum Investment Advisors
Illinois
$17K – – –
TAM
507
Tiverton Asset Management
Delaware
$16K -$405K -6,917 -96%
TWA
508
TCI Wealth Advisors
Arizona
$15K -$1.05K -18 -7%
HFM
509
Hartford Financial Management
Connecticut
$15K – – –
PCG
510
Private Capital Group
Connecticut
$15K – – –
IWA
511
IBEX Wealth Advisors
New Jersey
$15K +$15.3K +262 New
BCA
512
Berman Capital Advisors
Georgia
$14K -$819 -14 -5%
CFG
513
Citizens Financial Group
Rhode Island
$14K – – –
FWM
514
Focused Wealth Management
New York
$14K – – –
NCM
515
Next Capital Management
New York
$14K +$14K +240 New
SLF
516
Sun Life Financial
Ontario, Canada
$13K -$14.1K -241 -53%
VFA
517
Valeo Financial Advisors
Indiana
$12K -$644 -11 -5%
CAW
518
Cornerstone Advisors (Washington)
Washington
$12K – – –
HNB
519
Huntington National Bank
Ohio
$12K – – –
BWM
520
Baystate Wealth Management
Massachusetts
$11K – – –
FPFS
521
First Personal Financial Services
North Carolina
$11K – – –
YWP
522
YorkBridge Wealth Partners
New York
$11K – – –
RWA
523
Redhawk Wealth Advisors
Minnesota
$11K +$10.3K +176 New
BFC
524
Bedel Financial Consulting
Indiana
$10K – – –
EARNEST Partners
525
EARNEST Partners
Georgia
$10K – – –