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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
501
Tortoise Investment Management
New York
$16K – – –
FHA
502
Flagship Harbor Advisors
Massachusetts
$15K -$2.07K -37 -11%
EI
503
Ellevest Inc
New York
$15K -$1.34K -24 -7%
CTB
504
Country Trust Bank
Illinois
$15K – – –
WT
505
Washington Trust
Rhode Island
$15K – – –
VCM
506
Versant Capital Management
Arizona
$14K -$950 -17 -5%
OIA
507
Optimum Investment Advisors
Illinois
$14K – – –
PCG
508
Private Capital Group
Connecticut
$14K – – –
PO
509
Private Ocean
California
$14K – – –
RTC
510
Riverview Trust Company
Washington
$13K – – –
CDIA
511
Capital Directions Investment Advisors
Georgia
$13K +$14.5K +260 New
HWA
512
HHM Wealth Advisors
Tennessee
$12K – – –
FWM
513
Focused Wealth Management
New York
$12K +$168 +3 +1%
SWM
514
Selective Wealth Management
Virginia
$11K – – –
AW
515
Alpha Windward
Massachusetts
$10K -$335K -5,989 -97%
LC
516
Lindbrook Capital
California
$10K +$2.07K +37 +24%
EARNEST Partners
517
EARNEST Partners
Georgia
$9K – – –
SWM
518
Sugarloaf Wealth Management
Georgia
$9K – – –
BWM
519
Baystate Wealth Management
Massachusetts
$9K +$56 +1 +0.5%
BFC
520
Bedel Financial Consulting
Indiana
$8K – – –
FQ
521
First Quadrant
California
$8K – – –
TF
522
TimeScale Financial
Massachusetts
$8K +$112 +2 +1%
Axa
523
Axa
France
$8K +$8.55K +153 New
CA
524
Clearstead Advisors
Ohio
$8K +$9K +161 New
IRC
525
Investors Research Corp
Georgia
$7K -$8.11K -145 -50%