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Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1301
Tortoise Investment Management
New York
$44K +$10.6K +34 +29%
SOW
1302
State of Wyoming
Wyoming
$43K -$153K -489 -76%
RA
1303
Rational Advisors
New York
$41K +$6.25K +20 +16%
TWM
1304
Tradition Wealth Management
Minnesota
$40K – – –
SIAP
1305
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K – – –
EI
1306
Ellevest Inc
New York
$35K +$38.4K +123 New
BAM
1307
Bellevue Asset Management
Washington
$34K – – –
BIA
1308
Bell Investment Advisors
California
$34K +$36.5K +117 New
SFG
1309
Steward Financial Group
Texas
$32K +$3.75K +12 +12%
SJIA
1310
St. James Investment Advisors
New York
$31K -$34.4K -110 -51%
FCA
1311
FinTrust Capital Advisors
South Carolina
$31K +$12.5K +40 +58%
HCP
1312
Hexagon Capital Partners
Arkansas
$31K +$16.6K +53 +95%
DGAM
1313
Desjardins Global Asset Management
Quebec, Canada
$30K -$7.81K -25 -19%
HWA
1314
Heritage Wealth Advisors
Virginia
$29K -$62.5K -200 -67%
OA
1315
Operose Advisors
Wisconsin
$29K -$24.7K -79 -44%
GLLW
1316
Graves Light Lenhart Wealth
Virginia
$29K – – –
HC
1317
Hoese & Co
Minnesota
$29K – – –
KC
1318
Knuff & Co
California
$29K – – –
PFSC
1319
Peoples Financial Services Corp
Pennsylvania
$29K – – –
SC
1320
Siena Capital
Ohio
$29K – – –
ACA
1321
Atlas Capital Advisors
Wyoming
$28.8K – – –
PCH
1322
Polar Capital Holdings
United Kingdom
$27.3K +$1.14M +3,634 +5%
RDFA
1323
Ritter Daniher Financial Advisory
Ohio
$26K – – –
RWM
1324
Raffa Wealth Management
District of Columbia
$25.3K +$9.37K +30 +52%
QC
1325
Quent Capital
New York
$25K +$312 +1 +1%
51 52
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