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Name Holding Trade Value Shares
Change
Change in
Stake
T
651
TCWP
Ohio
$7K +$8.61K +80 New
CG
652
Cutler Group
California
$6K -$360K -3,346 -98%
GAM
653
Gemmer Asset Management
California
$6K – – –
EW
654
Evoke Wealth
California
$6K +$3.33K +31 +111%
SSG
655
Summit Securities Group
New York
$6K +$7.1K +66 New
Jones Financial Companies
656
Jones Financial Companies
Missouri
$5K -$1.94K -18 -25%
BWM
657
BerganKDV Wealth Management
Minnesota
$5K -$215 -2 -3%
CWM
658
Cranbrook Wealth Management
Michigan
$5K – – –
FMP
659
Financial Management Professionals
Texas
$5K – – –
EI
660
Ellevest Inc
New York
$4K -$33.2K -309 -89%
BA
661
Bellwether Advisors
Nebraska
$4K – – –
CFD
662
Creative Financial Designs
Indiana
$4K – – –
CWM
663
Curi Wealth Management
North Carolina
$4K – – –
EA
664
Evolution Advisers
Virginia
$4K – – –
NFSG
665
Newbridge Financial Services Group
Florida
$4K – – –
PWMG
666
Prestige Wealth Management Group
New Jersey
$4K – – –
TFO
667
Tarbox Family Office
California
$3K -$3.23K -30 -54%
ACM
668
AUA Capital Management
Pennsylvania
$3K – – –
BAM
669
Bellevue Asset Management
Washington
$3K – – –
Brown Brothers Harriman & Co
670
Brown Brothers Harriman & Co
New York
$3K – – –
CWA
671
Carolina Wealth Advisors
South Carolina
$3K – – –
SA
672
SRH Advisors
Kansas
$3K – – –
VCM
673
Versant Capital Management
Arizona
$3K – – –
MFT
674
Moisand Fitzgerald Tamayo
Florida
$3K +$1.51K +14 +93%
CI
675
Cordant Inc
Oregon
$3K +$2.9K +27 New