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Name Holding Trade Value Shares
Change
Change in
Stake
UB
2301
UMB Bank
Missouri
$51.5K +$1.1M +5,040 +2%
THWM
2302
Taylor Hoffman Wealth Management
Virginia
$47K
BCM
2303
Bourgeon Capital Management
Connecticut
$46K +$43.7K +200 New
NCM
2304
New Capital Management
Texas
$43K +$6.78K +31 +20%
EI
2305
Ellevest Inc
New York
$42K +$6.34K +29 +19%
BDWM
2306
Brewin Dolphin Wealth Management
Ireland
$39.4K
PC
2307
Permanens Capital
New York
$39K
AM
2308
Atwater Malick
Pennsylvania
$39K +$37.2K +170 New
FA
2309
Financial Advantage
Maryland
$37K +$35K +160 New
PG
2310
Proffitt & Goodson
Tennessee
$31K +$15.1K +69 +106%
CJA
2311
C-J Advisory
California
$30K
JCM
2312
Julex Capital Management
Massachusetts
$29K +$5.9K +27 +28%
ETI
2313
Enterprise Trust & Investment
California
$27K +$25.8K +118 New
ST
2314
Sageworth Trust
Pennsylvania
$23K
QCMC
2315
Quantum Capital Management (California)
California
$23K +$21.9K +100 New
ACA
2316
Atlas Capital Advisors
Wyoming
$22.3K +$21K +96 New
CAM
2317
Cacti Asset Management
Georgia
$22K
WAS
2318
Winch Advisory Services
Wisconsin
$22K
EWA
2319
Evolution Wealth Advisors
Florida
$20K -$13.8K -63 -43%
CMBA
2320
C.M. Bidwell & Associates
Hawaii
$19K -$39.3K -180 -69%
VEA
2321
Virtus ETF Advisers
New York
$17K
DWA
2322
Dougherty Wealth Advisers
Minnesota
$16K -$5.46K -25 -27%
LFG
2323
LifePlan Financial Group
Ohio
$15K
SA
2324
SRH Advisors
Kansas
$15K
TAIM
2325
TD Ameritrade Investment Management
Nebraska
$12K -$12.7K -58 -54%