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Name Holding Trade Value Shares
Change
Change in
Stake
BC
551
Burleson & Co
California
$23K
RWM
552
Raffa Wealth Management
District of Columbia
$22.8K
TWA
553
TCI Wealth Advisors
Arizona
$22K -$975 -15 -4%
EIP
554
Ellis Investment Partners
Pennsylvania
$22K
NSIM
555
North Star Investment Management
Illinois
$22K
EI
556
Ellevest Inc
New York
$21K
TIM
557
Tortoise Investment Management
New York
$21K
LC
558
Lindbrook Capital
California
$20K +$11.8K +182 +167%
CTB
559
Country Trust Bank
Illinois
$18K -$9.62K -148 -36%
FWM
560
Focused Wealth Management
New York
$18K +$130 +2 +0.8%
KPCM
561
Kings Point Capital Management
New York
$18K +$17.5K +269 New
Acadian Asset Management
562
Acadian Asset Management
Massachusetts
$17K
AssetMark Inc
563
AssetMark Inc
California
$17K +$16.4K +253 New
ADL
564
Asset Dedication LLC
California
$16K
EWM
565
Evermay Wealth Management
Virginia
$16K
SWM
566
Selective Wealth Management
Virginia
$16K
MTIC
567
Missouri Trust & Investment Company
Missouri
$16K +$14.7K +226 New
CCA
568
Column Capital Advisors
Indiana
$15K +$1.36K +21 +11%
Manulife (Manufacturers Life Insurance)
569
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.7K -$1.73M -26,548 -11%
CT
570
Caldwell Trust
Florida
$14.5K
EBA
571
Eagle Bay Advisors
New York
$14K -$50.4K -775 -79%
BWM
572
BerganKDV Wealth Management
Minnesota
$14K +$11K +169 +545%
AWM
573
Accel Wealth Management
Iowa
$13K +$65 +1 +0.5%
BWM
574
Baystate Wealth Management
Massachusetts
$13K +$65 +1 +0.5%
VCM
575
Versant Capital Management
Arizona
$12K -$325 -5 -3%