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Name Holding Trade Value Shares
Change
Change in
Stake
BC
501
Burleson & Co
California
$20K
NSIM
502
North Star Investment Management
Illinois
$20K
TWA
503
TCI Wealth Advisors
Arizona
$20K +$2.13K +34 +12%
EIP
504
Ellis Investment Partners
Pennsylvania
$19K
FHC
505
First Horizon Corporation
Tennessee
$19K
TIM
506
Tortoise Investment Management
New York
$19K
EI
507
Ellevest Inc
New York
$18K
FF
508
FourThought Financial
Florida
$18K
HFA
509
Hoover Financial Advisors
Pennsylvania
$18K
WT
510
Washington Trust
Rhode Island
$18K
OIA
511
Optimum Investment Advisors
Illinois
$17K
Acadian Asset Management
512
Acadian Asset Management
Massachusetts
$16K -$26.9K -430 -62%
PCG
513
Private Capital Group
Connecticut
$16K
PO
514
Private Ocean
California
$16K
CDIA
515
Capital Directions Investment Advisors
Georgia
$16K +$16.3K +260 New
FWM
516
Focused Wealth Management
New York
$15K +$125 +2 +0.8%
ADL
517
Asset Dedication LLC
California
$14K
SWM
518
Selective Wealth Management
Virginia
$14K
SWG
519
Summit Wealth Group
Vermont
$14K
EWM
520
Evermay Wealth Management
Virginia
$14K +$14.4K +230 New
PFBT
521
Parkside Financial Bank & Trust
Missouri
$13K +$1.25K +20 +10%
CT
522
Caldwell Trust
Florida
$12.8K
M
523
MOTCO
Texas
$12K
CCA
524
Column Capital Advisors
Indiana
$12K +$12.5K +200 New
MFG
525
Monumental Financial Group
Maryland
$12K +$12.6K +201 New