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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
401
Concord Wealth Partners
Virginia
$4.6K – – –
NFSG
402
Newbridge Financial Services Group
Florida
$3.75K – – –
EI
403
Ellevest Inc
New York
$3.71K – – –
BFPW
404
BOK Financial Private Wealth
Colorado
$3.64K +$3.63K +210 New
SIC
405
SJS Investment Consulting
Ohio
$3.59K -$17 -1 -0.5%
AF
406
Advisornet Financial
Minnesota
$3.43K -$138 -8 -4%
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$3.4K +$3.39K +196 New
TWM
408
Tradition Wealth Management
Minnesota
$3K +$2.58K +149 New
DI
409
Disciplined Investments
Oklahoma
$2.92K -$190 -11 -6%
BAAM
410
Baker Avenue Asset Management
California
$2.83K +$900 +52 +47%
BIA
411
Bell Investment Advisors
California
$2.74K – – –
NMG
412
New Millennium Group
Utah
$2.58K – – –
LWCFA
413
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.46K – – –
HI
414
Harbour Investments
Wisconsin
$2.3K – – –
AAS
415
Ameritas Advisory Services
Nebraska
$2.3K +$2.3K +133 New
TIM
416
Tortoise Investment Management
New York
$2.3K +$2.3K +133 New
GC
417
Globeflex Capital
California
$2.28K – – –
ADL
418
Asset Dedication LLC
California
$2K – – –
AIC
419
Archer Investment Corporation
Indiana
$1.61K – – –
SIS
420
Strategic Investment Solutions
Illinois
$1.61K +$1.61K +93 New
WT
421
Washington Trust
Rhode Island
$1.15K +$1.14K +66 New
CI Investments Inc
422
CI Investments Inc
Ontario, Canada
$1K – – –
ACM
423
Antonetti Capital Management
Florida
$920 +$917 +53 New
TWA
424
TCI Wealth Advisors
Arizona
$875 – – –
TWP
425
TFO Wealth Partners
Ohio
$690 +$623 +36 +900%