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Name Holding Trade Value Shares
Change
Change in
Stake
KPW
1126
Kore Private Wealth
New York
$18K – – –
Loomis, Sayles & Company
1127
Loomis, Sayles & Company
Massachusetts
$17K -$881 -7 -5%
PWP
1128
Principle Wealth Partners
Connecticut
$17K +$15.6K +124 New
TFO
1129
Tarbox Family Office
California
$16K -$14.3K -114 -51%
WOC
1130
West Oak Capital
California
$16K – – –
WPA
1131
West Paces Advisors
Georgia
$15.1K – – –
EI
1132
Ellevest Inc
New York
$14K -$25K -199 -66%
CMBA
1133
C.M. Bidwell & Associates
Hawaii
$14K – – –
GG
1134
Gleason Group
Kentucky
$14K – – –
MAM
1135
Marquette Asset Management
Minnesota
$14K – – –
SCM
1136
Silvant Capital Management
Georgia
$14K – – –
CWC
1137
Carolinas Wealth Consulting
North Carolina
$14K +$12.1K +96 New
GAM
1138
Gemmer Asset Management
California
$12K -$503 -4 -4%
CI
1139
CX Institutional
Indiana
$12K +$4.15K +33 +60%
CM
1140
Caption Management
Oklahoma
$11K +$10.3K +82 New
TFS
1141
TrustCore Financial Services
Tennessee
$10K -$37.7K -300 -80%
FPFS
1142
First Personal Financial Services
North Carolina
$10K – – –
PO
1143
Private Ocean
California
$10K – – –
MPWT
1144
MassMutual Private Wealth & Trust
Connecticut
$9K -$13K -103 -62%
BHWM
1145
Bay Harbor Wealth Management
Maryland
$9K – – –
MA
1146
MCF Advisors
Kentucky
$9K – – –
APWA
1147
Atlas Private Wealth Advisors
New Jersey
$9K +$7.93K +63 New
TCCM
1148
Timber Creek Capital Management
Massachusetts
$8K – – –
FP
1149
Financial Perspectives
Minnesota
$7.71K -$6.92K -55 -50%
CMA
1150
Cedar Mountain Advisors
Oregon
$7K – – –