Name Holding Trade Value Shares
Change
Change in
Stake
ETC
601
Exchange Traded Concepts
Oklahoma
$48K -$7.67K -62 -14%
BC
602
Bartlett & Co
Ohio
$48K – – –
BCA
603
Berman Capital Advisors
Georgia
$47K -$6.18K -50 -12%
EI
604
Ellevest Inc
New York
$45K +$1.48K +12 +4%
CT
605
Caldwell Trust
Florida
$38.7K – – –
PWM
606
Prentice Wealth Management
New York
$37K – – –
PO
607
Private Ocean
California
$37K +$35K +283 +9,433%
HFM
608
Harvest Fund Management
China
$33K – – –
MA
609
MCF Advisors
Kentucky
$32K – – –
Canada Pension Plan Investment Board
610
Canada Pension Plan Investment Board
Ontario, Canada
$30K -$186K -1,504 -87%
PCG
611
Private Capital Group
Connecticut
$30K – – –
CFN
612
Cordasco Financial Network
Florida
$28K – – –
PFBT
613
Parkside Financial Bank & Trust
Missouri
$27K -$618 -5 -2%
CHC
614
City Holding Co
West Virginia
$26K – – –
SIM
615
Sonora Investment Management
Arizona
$26K – – –
AWA
616
Arkadios Wealth Advisors
Georgia
$26K +$20.3K +164 +364%
LC
617
Lindbrook Capital
California
$24K -$4.08K -33 -15%
CFD
618
Creative Financial Designs
Indiana
$20K – – –
RDWM
619
Red Door Wealth Management
Tennessee
$20K +$20K +162 New
AF
620
Advisornet Financial
Minnesota
$19K – – –
HWA
621
HHM Wealth Advisors
Tennessee
$19K – – –
NFSG
622
Newbridge Financial Services Group
Florida
$18K +$12.4K +100 +244%
BFEC
623
Benjamin F. Edwards & Company
Missouri
$18K +$17.1K +138 New
FQ
624
First Quadrant
California
$17K – – –
EWM
625
Evermay Wealth Management
Virginia
$17K +$16.1K +130 New