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Name Holding Trade Value Shares
Change
Change in
Stake
CT
326
Cambridge Trust
Massachusetts
$11K – – –
FF
327
FourThought Financial
Florida
$10K – – –
HWA
328
HHM Wealth Advisors
Tennessee
$9K – – –
PTC
329
Private Trust Company
Ohio
$8K -$7.81K -614 -45%
AA
330
Ancora Advisors
Ohio
$7K – – –
EI
331
Ellevest Inc
New York
$7K +$8.54K +672 New
LC
332
Lindbrook Capital
California
$6K -$3.73K -293 -32%
JWA
333
JFS Wealth Advisors
Pennsylvania
$6K -$521 -41 -7%
SC
334
Stephens Consulting
Michigan
$5.81K – – –
PSB
335
Piscataqua Savings Bank
New Hampshire
$5K – – –
GIA
336
Goodwin Investment Advisory
Georgia
$5K +$5.77K +454 New
GWM
337
Geneos Wealth Management
Colorado
$4K -$7.63K -600 -55%
CA
338
Crewe Advisors
Utah
$4K – – –
FMP
339
Financial Management Professionals
Texas
$4K – – –
FSWA
340
Financial Synergies Wealth Advisors
Texas
$3.63K – – –
WT
341
Washington Trust
Rhode Island
$3K -$114 -9 -3%
PAI
342
Pittenger & Anderson Inc
Nebraska
$3K – – –
WBC
343
West Branch Capital
Massachusetts
$3K – – –
Barrow, Hanley, Mewhinney & Strauss
344
Barrow, Hanley, Mewhinney & Strauss
Texas
$3K +$534 +42 +15%
BTI
345
Blue Trust Inc
Georgia
$3K +$3.48K +274 New
SWM
346
Spire Wealth Management
Virginia
$2K -$29.5K -2,323 -92%
CFGS
347
Concourse Financial Group Securities
Alabama
$2K – – –
GWS
348
Glassman Wealth Services
Virginia
$2K – – –
PB
349
Pinnacle Bancorp
Nebraska
$2K – – –
RCM
350
Raleigh Capital Management
North Carolina
$2K – – –