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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
501
Flagship Harbor Advisors
Massachusetts
$15K -$2.07K -37 -11%
EI
502
Ellevest Inc
New York
$15K -$1.34K -24 -7%
CTB
503
Country Trust Bank
Illinois
$15K
WT
504
Washington Trust
Rhode Island
$15K
VCM
505
Versant Capital Management
Arizona
$14K -$950 -17 -5%
OIA
506
Optimum Investment Advisors
Illinois
$14K
PCG
507
Private Capital Group
Connecticut
$14K
PO
508
Private Ocean
California
$14K
RTC
509
Riverview Trust Company
Washington
$13K
CDIA
510
Capital Directions Investment Advisors
Georgia
$13K +$14.5K +260 New
HWA
511
HHM Wealth Advisors
Tennessee
$12K
FWM
512
Focused Wealth Management
New York
$12K +$168 +3 +1%
SWM
513
Selective Wealth Management
Virginia
$11K
AW
514
Alpha Windward
Massachusetts
$10K -$335K -5,989 -97%
LC
515
Lindbrook Capital
California
$10K +$2.07K +37 +24%
EARNEST Partners
516
EARNEST Partners
Georgia
$9K
SWM
517
Sugarloaf Wealth Management
Georgia
$9K
BWM
518
Baystate Wealth Management
Massachusetts
$9K +$56 +1 +0.5%
BFC
519
Bedel Financial Consulting
Indiana
$8K
FQ
520
First Quadrant
California
$8K
TF
521
TimeScale Financial
Massachusetts
$8K +$112 +2 +1%
Axa
522
Axa
France
$8K +$8.55K +153 New
CA
523
Clearstead Advisors
Ohio
$8K +$9K +161 New
IRC
524
Investors Research Corp
Georgia
$7K -$8.11K -145 -50%
SLF
525
Sun Life Financial
Ontario, Canada
$7K +$56 +1 +0.7%