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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
451
TD Private Client Wealth
New York
$32.9K +$1.04K +17 +3%
PWC
452
PYA Waltman Capital
Tennessee
$32K – – –
CMANY
453
Capital Management Associates (New York)
New York
$32K +$30.6K +500 New
TIM
454
Tortoise Investment Management
New York
$31K – – –
AF
455
Allworth Financial
California
$30K +$28.6K +466 New
EI
456
Ellevest Inc
New York
$28K +$9.62K +157 +58%
Koshinski Asset Management
457
Koshinski Asset Management
Illinois
$27.2K – – –
Loomis, Sayles & Company
458
Loomis, Sayles & Company
Massachusetts
$26K -$11.8K -192 -33%
FWM
459
Focused Wealth Management
New York
$26K – – –
NSIM
460
North Star Investment Management
Illinois
$25K -$3.68K -60 -13%
EWA
461
EverSource Wealth Advisors
Alabama
$25K +$5.52K +90 +30%
IAS
462
IMA Advisory Services
Colorado
$24K – – –
GIA
463
GHP Investment Advisors
Colorado
$24K +$23K +375 New
TFO
464
Tarbox Family Office
California
$23K -$14.3K -234 -40%
UB
465
UMB Bank
Missouri
$18K – – –
WTC
466
WhitTier Trust Company
Nevada
$17K – – –
TWA
467
TCI Wealth Advisors
Arizona
$16K – – –
HWA
468
Heritage Wealth Advisors
Virginia
$15K – – –
FPS
469
Fieldpoint Private Securities
Connecticut
$15K +$6.38K +104 +83%
TSWM
470
Tyler-Stone Wealth Management
Ohio
$14K – – –
GWS
471
Glassman Wealth Services
Virginia
$14K +$1.17K +19 +9%
PFBT
472
Parkside Financial Bank & Trust
Missouri
$14K +$1.17K +19 +10%
KPCM
473
Kings Point Capital Management
New York
$13K – – –
LFG
474
Larson Financial Group
Missouri
$13K – – –
SAM
475
Strategic Asset Management
Minnesota
$13K – – –