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Name Holding Trade Value Shares
Change
Change in
Stake
MWC
1401
MBM Wealth Consultants
Missouri
$84K
ATC
1402
Adirondack Trust Company
New York
$81K +$19.4K +70 +25%
FNBOSM
1403
First National Bank of South Miami
Florida
$80K +$85.9K +310 New
WIM
1404
Westside Investment Management
California
$79.4K -$107K -387 -6%
Cohen & Steers
1405
Cohen & Steers
New York
$78K -$27.4K -99 -25%
DAC
1406
Dividend Assets Capital
South Carolina
$78K +$83.1K +300 New
SFP
1407
Sterling Financial Planning
New Jersey
$78K +$83.1K +300 New
BC
1408
Barnett & Company
Tennessee
$77K
RTC
1409
Riverview Trust Company
Washington
$75K
ZB
1410
Zions Bancorporation
Utah
$71K +$831 +3 +1%
BWA
1411
BDO Wealth Advisors
Florida
$71K +$20.8K +75 +38%
SWP
1412
ShoreHaven Wealth Partners
New Jersey
$71K +$75.9K +274 New
EI
1413
Ellevest Inc
New York
$70K +$47.1K +170 +168%
LB
1414
Legacy Bridge
Iowa
$68K
NL
1415
NVWM LLC
Pennsylvania
$68K
AFS
1416
Annapolis Financial Services
Maryland
$66K +$70.1K +253 New
ADL
1417
Asset Dedication LLC
California
$65K +$7.48K +27 +12%
MIM
1418
Merrion Investment Management
New Jersey
$65K +$69.2K +250 New
DSC
1419
Duncker Streett & Co
Missouri
$64K -$25.2K -91 -27%
VCM
1420
Versant Capital Management
Arizona
$63K
TPWA
1421
TRUE Private Wealth Advisors
Oregon
$62K +$2.77K +10 +4%
WAS
1422
Winch Advisory Services
Wisconsin
$61K +$2.22K +8 +4%
CHC
1423
City Holding Co
West Virginia
$60K -$37.7K -136 -37%
CA
1424
Centerpoint Advisors
Massachusetts
$60K
MF
1425
Manchester Financial
California
$58K +$831 +3 +1%