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Name Holding Trade Value Shares
Change
Change in
Stake
EI
1526
Ellevest Inc
New York
$29K -$43.8K -170 -63%
GG
1527
Gleason Group
Kentucky
$29K – – –
MAM
1528
Marquette Asset Management
Minnesota
$28K – – –
AWM
1529
Activest Wealth Management
Florida
$28K +$25.2K +98 New
Loomis, Sayles & Company
1530
Loomis, Sayles & Company
Massachusetts
$27K -$14.9K -58 -38%
SCM
1531
Silvant Capital Management
Georgia
$27K – – –
HWM
1532
HighMark Wealth Management
Minnesota
$27K +$4.12K +16 +21%
TFIPS
1533
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.6K -$24.5K -95 -51%
TFS
1534
TrustCore Financial Services
Tennessee
$25K – – –
WWMSC
1535
Wagner Wealth Management (South Carolina)
South Carolina
$25K +$22.7K +88 New
MF
1536
Manchester Financial
California
$24K -$35.5K -138 -62%
GAM
1537
Gemmer Asset Management
California
$24K – – –
NIC
1538
Northwest Investment Counselors
Oregon
$24K +$22.2K +86 New
GA
1539
GoalVest Advisory
New York
$23K – – –
VNA
1540
Valley National Advisers
Pennsylvania
$23K +$8.24K +32 +64%
MWP
1541
Meridian Wealth Partners
Pennsylvania
$21K +$19.1K +74 New
AWMS
1542
Advocacy Wealth Management Services
Georgia
$19K -$9.79K -38 -37%
FA
1543
Financial Avengers
California
$17K +$2.58K +10 +20%
RWM
1544
Raffa Wealth Management
District of Columbia
$16.2K +$1.29K +5 +10%
IHWM
1545
Iron Horse Wealth Management
Iowa
$16K – – –
FP
1546
Financial Perspectives
Minnesota
$15.6K – – –
MSFP
1547
Mark Sheptoff Financial Planning
Connecticut
$14K -$38.6K -150 -75%
VRM
1548
Vectors Research Management
New York
$14K -$12.9K -50 -50%
CMA
1549
Cedar Mountain Advisors
Oregon
$14K – – –
FPFS
1550
First Personal Financial Services
North Carolina
$14K – – –