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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
626
AllSquare Wealth Management
New York
$29K – – –
LWCFA
627
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K +$7.32K +575 +33%
FP
628
Financial Perspectives
Minnesota
$28.9K -$1.25K -98 -4%
TC
629
Truvestments Capital
Florida
$27K +$89 +7 +0.3%
FA
630
Financial Avengers
California
$27K +$178 +14 +0.6%
MCM
631
Manchester Capital Management
Vermont
$26K – – –
MMG
632
Monetary Management Group
Missouri
$25K -$255K -20,000 -91%
OC
633
Oakworth Capital
Alabama
$25K – – –
TFS
634
TrustCore Financial Services
Tennessee
$25K – – –
LAS
635
Lloyd Advisory Services
Georgia
$25K +$2.35K +185 +10%
CHC
636
City Holding Co
West Virginia
$24K -$4.71K -370 -14%
SA
637
SRH Advisors
Kansas
$24K – – –
EI
638
Ellevest Inc
New York
$24K +$24.6K +1,931 +193,100%
WAM
639
WFA Asset Management
Wisconsin
$23.7K +$24K +1,885 New
HCP
640
Hexagon Capital Partners
Arkansas
$23K -$8.53K -670 -26%
TF
641
TimeScale Financial
Massachusetts
$23K +$331 +26 +1%
IAS
642
IMA Advisory Services
Colorado
$22K – – –
MWM
643
Mascoma Wealth Management
New Hampshire
$22K – – –
NSIM
644
North Star Investment Management
Illinois
$22K – – –
HIA
645
Harbor Investment Advisory
Maryland
$22K +$12.3K +966 +129%
GWS
646
Glassman Wealth Services
Virginia
$22K +$15.3K +1,202 +232%
C
647
Covestor
United Kingdom
$22K +$21.8K +1,715 New
SCA
648
Snowden Capital Advisors
New York
$22K +$23K +1,808 New
SCM
649
Silvant Capital Management
Georgia
$21K – – –
MCM
650
MV Capital Management
Maryland
$21K +$17.9K +1,408 +572%
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