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Name Holding Trade Value Shares
Change
Change in
Stake
TC
1001
Tacita Capital
Ontario, Canada
$8K – – –
FMP
1002
Financial Management Professionals
Texas
$7K – – –
ME
1003
McIlrath & Eck
Washington
$7K – – –
RTL
1004
Red Tortoise LLC
Georgia
$7K +$5.65K +32 New
KA
1005
Kozak & Associates
Colorado
$7K +$7.42K +42 New
MS
1006
Mizuho Securities
Japan
$6K -$177 -1 -3%
CTB
1007
Country Trust Bank
Illinois
$6K – – –
EI
1008
Ellevest Inc
New York
$5K -$3K -17 -35%
JWM
1009
Janiczek Wealth Management
Colorado
$5K -$883 -5 -14%
BC
1010
Burleson & Co
California
$5K – – –
VCM
1011
Vigilant Capital Management
Maine
$5K – – –
GPA
1012
Guidance Point Advisors
Massachusetts
$5K +$6.01K +34 New
GKWIM
1013
Gerber Kawasaki Wealth & Investment Management
California
$5K +$6.18K +35 New
FNBOSM
1014
First National Bank of South Miami
Florida
$4K – – –
VNA
1015
Valley National Advisers
Pennsylvania
$4K – – –
IWA
1016
IBEX Wealth Advisors
New Jersey
$4K +$4.24K +24 New
LAS
1017
Lloyd Advisory Services
Georgia
$4K +$4.42K +25 New
RWM
1018
Raffa Wealth Management
District of Columbia
$3.89K – – –
CCM
1019
Copeland Capital Management
Pennsylvania
$3K – – –
EWA
1020
Evolution Wealth Advisors
Florida
$3K – – –
GI
1021
Gradient Investments
Minnesota
$3K – – –
SSC
1022
Syverson Strege & Co
Iowa
$3K – – –
MCM
1023
Manchester Capital Management
Vermont
$3K +$883 +5 +38%
CHA
1024
Carmichael Hill & Associates
Maryland
$2K – – –
MWA
1025
Moser Wealth Advisors
Washington
$2K – – –