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Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
276
Kings Point Capital Management
New York
$18K – – –
GWS
277
Glassman Wealth Services
Virginia
$18K +$1.08K +10 +5%
HFA
278
HC Financial Advisors
California
$18K +$21.6K +200 New
WQ
279
Wealth Quarterback
New Jersey
$16K +$16.2K +150 New
EI
280
Ellevest Inc
New York
$15K -$192K -1,777 -91%
FPS
281
Fieldpoint Private Securities
Connecticut
$15K +$7.56K +70 +74%
FDCDDQ
282
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.3K -$54.6K -505 -77%
TFA
283
Toth Financial Advisory
Virginia
$13K – – –
LWCFA
284
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K +$13.3K +123 +424%
GWM
285
Geneos Wealth Management
Colorado
$11K – – –
GWSG
286
GPS Wealth Strategies Group
Colorado
$11K – – –
ZB
287
Zions Bancorporation
Utah
$10K +$1.84K +17 +18%
FP
288
Financial Perspectives
Minnesota
$9.7K -$19.3K -179 -62%
FHA
289
First Horizon Advisors
Tennessee
$9K -$1.62K -15 -12%
BWA
290
BDO Wealth Advisors
Florida
$9K – – –
CTC
291
Central Trust Company
Missouri
$9K – – –
RWM
292
Raffa Wealth Management
District of Columbia
$8.9K +$1.19K +11 +12%
IA
293
IFP Advisors
Florida
$7K – – –
GAM
294
Gemmer Asset Management
California
$6K – – –
JWA
295
JFS Wealth Advisors
Pennsylvania
$6K +$7.24K +67 New
LWANC
296
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
APC
297
Aspire Private Capital
North Carolina
$4K – – –
CCM
298
Copeland Capital Management
Pennsylvania
$4K – – –
LPWM
299
Lake Point Wealth Management
Texas
$4K – – –
BCA
300
Berman Capital Advisors
Georgia
$4K +$1.73K +16 +46%
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