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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1051
AllSquare Wealth Management
New York
$45K – – –
TFS
1052
TrustCore Financial Services
Tennessee
$45K +$42.2K +300 +405%
LWM
1053
Liberty Wealth Management
California
$44K -$15.2K -108 -23%
CHC
1054
City Holding Co
West Virginia
$44K +$12.9K +92 +34%
BDS
1055
Banco de Sabadell
Florida
$43K – – –
SBL
1056
Sargent Bickham Lagudis
Colorado
$43K – – –
AIC
1057
Ayalon Insurance Company
Israel
$42K -$7.46K -53 -13%
TSW
1058
Thompson Siegel & Walmsley
Virginia
$42K – – –
1IA
1059
1834 Investment Advisors
Wisconsin
$41K -$4.89M -34,760 -99%
DSC
1060
Duncker Streett & Co
Missouri
$41K +$141 +1 +0.3%
FC
1061
FORA Capital
Florida
$41K +$47.9K +340 New
YAL
1062
Your Advocates Ltd
Texas
$40K +$46.6K +331 New
RFM
1063
Royal Fund Management
Florida
$38K -$704 -5 -2%
WIM
1064
Westside Investment Management
California
$37.1K +$928K +6,590 New
SIS
1065
Sound Income Strategies
Florida
$37K +$15.3K +109 +55%
ZB
1066
Zions Bancorporation
Utah
$36K -$47.2K -335 -53%
EI
1067
Ellevest Inc
New York
$36K -$2.11K -15 -5%
BC
1068
Barnett & Company
Tennessee
$36K – – –
PFO
1069
Pathstone Family Office
New Jersey
$36K – – –
ME
1070
McIlrath & Eck
Washington
$36K +$6.62K +47 +19%
CAC
1071
Certified Advisory Corp
Florida
$34K – – –
AF
1072
Advisornet Financial
Minnesota
$32K -$95.3K -677 -72%
LB
1073
Legacy Bridge
Iowa
$32K -$38.7K -275 -51%
AJ
1074
Ashburton (Jersey)
Jersey
$32K – – –
CAM
1075
CenterStar Asset Management
Illinois
$32K – – –