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Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
1601
Sumitomo Mitsui Financial Group
Japan
$33K +$30.5K +127 New
EIM
1602
Essex Investment Management
Massachusetts
$32K -$1.37M -5,696 -98%
DWP
1603
Destiny Wealth Partners
Florida
$32K -$6K -25 -17%
CB
1604
CNB Bank
Pennsylvania
$32K – – –
FPS
1605
Fieldpoint Private Securities
Connecticut
$32K +$8.4K +35 +39%
PCFFS
1606
Pacific Center for Financial Services
California
$31K – – –
LS
1607
Leelyn Smith
Illinois
$30K – – –
WPA
1608
West Paces Advisors
Georgia
$27.9K – – –
GG
1609
Gleason Group
Kentucky
$27K +$240 +1 +1%
AIC
1610
Ayalon Insurance Company
Israel
$26K – – –
CMBA
1611
C.M. Bidwell & Associates
Hawaii
$26K – – –
EI
1612
Ellevest Inc
New York
$26K – – –
MAM
1613
Marquette Asset Management
Minnesota
$26K – – –
DHGWA
1614
Dixon Hughes Goodman Wealth Advisors
North Carolina
$26K +$24K +100 New
AWMS
1615
Advocacy Wealth Management Services
Georgia
$25K – – –
HWM
1616
HighMark Wealth Management
Minnesota
$25K – – –
SCM
1617
Silvant Capital Management
Georgia
$25K – – –
QC
1618
Quent Capital
New York
$25K +$22.8K +95 New
GAM
1619
Gemmer Asset Management
California
$23K -$3.84K -16 -15%
PMFA
1620
Plante Moran Financial Advisors
Michigan
$21K -$233K -969 -92%
FPFS
1621
First Personal Financial Services
North Carolina
$21K +$11.3K +47 +134%
RA
1622
Rise Advisors
New York
$19.5K +$18K +75 New
CWM
1623
Cedar Wealth Management
California
$19K +$18K +75 New
SFG
1624
Steward Financial Group
Texas
$19K +$18K +75 New
CWA
1625
Clearview Wealth Advisors
Oregon
$18K – – –