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Name Holding Trade Value Shares
Change
Change in
Stake
EIP
526
Ellis Investment Partners
Pennsylvania
$21K – – –
RIA
527
Realta Investment Advisors
Delaware
$20K -$4.74K -75 -20%
VCM
528
Versant Capital Management
Arizona
$20K -$569 -9 -3%
EI
529
Ellevest Inc
New York
$20K – – –
WCM
530
Wealthcare Capital Management
Virginia
$20K – – –
OIA
531
Optimum Investment Advisors
Illinois
$19K – – –
PCG
532
Private Capital Group
Connecticut
$18K – – –
BCA
533
Berman Capital Advisors
Georgia
$16K – – –
FWM
534
Focused Wealth Management
New York
$16K – – –
HFM
535
Hartford Financial Management
Connecticut
$16K – – –
FPFS
536
First Personal Financial Services
North Carolina
$14K +$886 +14 +7%
SLF
537
Sun Life Financial
Ontario, Canada
$13K -$886 -14 -7%
HNB
538
Huntington National Bank
Ohio
$13K – – –
VFA
539
Valeo Financial Advisors
Indiana
$13K – – –
EARNEST Partners
540
EARNEST Partners
Georgia
$12K – – –
BWM
541
Baystate Wealth Management
Massachusetts
$12K +$63 +1 +0.6%
AA
542
Advisory Alpha
Michigan
$11.6K +$11.5K +182 New
SWA
543
Sutton Wealth Advisors
Florida
$11K – – –
BFC
544
Bedel Financial Consulting
Indiana
$11K – – –
SIS
545
Sound Income Strategies
Florida
$11K – – –
PFBT
546
Parkside Financial Bank & Trust
Missouri
$11K +$190 +3 +2%
GWS
547
Glassman Wealth Services
Virginia
$11K +$380 +6 +4%
SCA
548
Stonebridge Capital Advisors
Minnesota
$11K +$3.92K +62 +62%
WTC
549
WhitTier Trust Company
Nevada
$10K -$33.5K -530 -79%
CBT
550
Capital Bank & Trust
California
$10K – – –