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Name Holding Trade Value Shares
Change
Change in
Stake
EI
451
Ellevest Inc
New York
$15K -$11.3K -179 -42%
TCWM
452
Total Clarity Wealth Management
Illinois
$15K +$16.4K +260 New
CMANY
453
Capital Management Associates (New York)
New York
$14K -$15.6K -248 -50%
HWA
454
Heritage Wealth Advisors
Virginia
$14K
PFBT
455
Parkside Financial Bank & Trust
Missouri
$13K -$63 -1 -0.5%
BCMLT
456
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K
TSWM
457
Tyler-Stone Wealth Management
Ohio
$13K
QCG
458
Quadrant Capital Group
Ohio
$13K +$4.28K +68 +44%
BTI
459
Blue Trust Inc
Georgia
$13K +$12.5K +199 New
PTC
460
Private Trust Company
Ohio
$13K +$13.7K +218 New
SAM
461
Strategic Asset Management
Minnesota
$12K +$63 +1 +0.5%
FPS
462
Fieldpoint Private Securities
Connecticut
$11K -$2.89K -46 -20%
JWA
463
JFS Wealth Advisors
Pennsylvania
$10K +$2.2K +35 +27%
CFO
464
CVA Family Office
Colorado
$9K
ZB
465
Zions Bancorporation
Utah
$9K
Bank of Montreal
466
Bank of Montreal
Ontario, Canada
$7.3K -$637K -10,131 -8%
WTA
467
Washington Trust Advisors
Massachusetts
$7K -$503 -8 -7%
SWM
468
Sugarloaf Wealth Management
Georgia
$7K
AF
469
Allworth Financial
California
$6K -$22.5K -357 -77%
WWM
470
Wolff Wiese Magana
California
$6K -$126 -2 -2%
BFEC
471
Benjamin F. Edwards & Company
Missouri
$6K
SC
472
Schubert & Co
Texas
$6K +$3.46K +55 +125%
NMG
473
New Millennium Group
Utah
$6K +$6.29K +100 New
QC
474
Quent Capital
New York
$6K +$6.35K +101 New
RE
475
RBC Europe
United Kingdom
$5K