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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
501
Gemmer Asset Management
California
$22K – – –
FCA
502
FinTrust Capital Advisors
South Carolina
$21K – – –
FBT
503
First Bank & Trust
South Dakota
$21K – – –
RWM
504
Raffa Wealth Management
District of Columbia
$20.1K – – –
BC
505
Burleson & Co
California
$20K – – –
NSIM
506
North Star Investment Management
Illinois
$20K – – –
TWA
507
TCI Wealth Advisors
Arizona
$20K +$2.13K +34 +12%
EIP
508
Ellis Investment Partners
Pennsylvania
$19K – – –
FHC
509
First Horizon Corporation
Tennessee
$19K – – –
TIM
510
Tortoise Investment Management
New York
$19K – – –
EI
511
Ellevest Inc
New York
$18K – – –
FF
512
FourThought Financial
Florida
$18K – – –
HFA
513
Hoover Financial Advisors
Pennsylvania
$18K – – –
WT
514
Washington Trust
Rhode Island
$18K – – –
OIA
515
Optimum Investment Advisors
Illinois
$17K – – –
Acadian Asset Management
516
Acadian Asset Management
Massachusetts
$16K -$26.9K -430 -62%
PCG
517
Private Capital Group
Connecticut
$16K – – –
PO
518
Private Ocean
California
$16K – – –
CDIA
519
Capital Directions Investment Advisors
Georgia
$16K +$16.3K +260 New
FWM
520
Focused Wealth Management
New York
$15K +$125 +2 +0.8%
ADL
521
Asset Dedication LLC
California
$14K – – –
SWM
522
Selective Wealth Management
Virginia
$14K – – –
SWG
523
Summit Wealth Group
Vermont
$14K – – –
EWM
524
Evermay Wealth Management
Virginia
$14K +$14.4K +230 New
PFBT
525
Parkside Financial Bank & Trust
Missouri
$13K +$1.25K +20 +10%