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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
701
Key Financial Inc
Pennsylvania
$51K +$56.5K +3,212 New
EI
702
Ellevest Inc
New York
$50K +$13.1K +742 +30%
M
703
Mirova
France
$49K – – –
PFGIA
704
Patriot Financial Group Insurance Agency
Massachusetts
$47K -$2.71K -154 -5%
AJ
705
Ashburton (Jersey)
Jersey
$47K – – –
TFS
706
TrustCore Financial Services
Tennessee
$42K – – –
TCOV
707
Trust Company of Vermont
Vermont
$42K +$42.3K +2,400 +811%
BL
708
Balentine LLC
Georgia
$41K -$31.9K -1,812 -41%
SQA
709
Simon Quick Advisors
New Jersey
$41K -$10.4K -592 -18%
CS
710
Capital Square
Tennessee
$41K +$46.1K +2,616 New
FCA
711
FinTrust Capital Advisors
South Carolina
$40K -$6.76K -384 -13%
BCA
712
Berman Capital Advisors
Georgia
$38K +$3.31K +188 +8%
NIT
713
NumerixS Investment Technologies
British Columbia, Canada
$38K +$42.4K +2,406 New
CI
714
CX Institutional
Indiana
$37K -$6.79K -386 -14%
BAM
715
Bellevue Asset Management
Washington
$36K -$15.5K -880 -46%
WAP
716
Wealthcare Advisory Partners
Pennsylvania
$36K +$10.8K +616 +36%
WLPWM
717
Walled Lake Planning & Wealth Management
Illinois
$35K – – –
Acadian Asset Management
718
Acadian Asset Management
Massachusetts
$34K -$45.7K -2,596 -54%
SIAS
719
Shine Investment Advisory Services
Colorado
$32K – – –
TPCW
720
TD Private Client Wealth
New York
$31.3K +$15K +850 +74%
LF
721
Lee Financial
Texas
$31K – – –
RFM
722
Royal Fund Management
Florida
$31K – – –
LWM
723
Lenox Wealth Management
Ohio
$30K – – –
SIS
724
Sound Income Strategies
Florida
$30K +$32.2K +1,828 +3,047%
SBL
725
Sargent Bickham Lagudis
Colorado
$29K – – –