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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1901
Avondale Wealth Management
Texas
$41K -$5.51K -20 -12%
FWC
1902
First Washington Corp
Washington
$41K – – –
NCM
1903
New Capital Management
Texas
$41K – – –
HGWM
1904
Harvest Group Wealth Management
Massachusetts
$40K – – –
EI
1905
Ellevest Inc
New York
$39K +$9.37K +34 +31%
EWA
1906
Evolution Wealth Advisors
Florida
$38K +$6.34K +23 +19%
CLOS
1907
Compagnie Lombard Odier SCmA
Switzerland
$36K – – –
MFT
1908
Moisand Fitzgerald Tamayo
Florida
$36K – – –
EIP
1909
Ellis Investment Partners
Pennsylvania
$35K – – –
PGAM
1910
Princeton Global Asset Management
New Jersey
$34K – – –
AIM
1911
Arcadia Investment Management
Michigan
$33K – – –
FMP
1912
Financial Management Professionals
Texas
$33K +$5.51K +20 +20%
HR
1913
Howe & Rusling
New York
$29K +$29.8K +108 New
BAMG
1914
Brand Asset Management Group
Missouri
$28K – – –
LGWM
1915
Litman Gregory Wealth Management
California
$27K -$22K -80 -45%
JPLA
1916
Joseph P. Lucia & Associates
New York
$27K – – –
OAJ
1917
Ogorek Anthony Joseph
New York
$27K – – –
WCM
1918
Wealthcare Capital Management
Virginia
$27K – – –
TIM
1919
Tortoise Investment Management
New York
$26K – – –
FRA
1920
Front Row Advisors
California
$26K +$7.72K +28 +42%
EWM
1921
Endurance Wealth Management
Rhode Island
$24K – – –
VCM
1922
Vigilant Capital Management
Maine
$24K – – –
IRC
1923
Investors Research Corp
Georgia
$24K +$16K +58 +200%
GWMIA
1924
Global Wealth Management Investment Advisory
Florida
$23K -$12.4K -45 -35%
CYG
1925
Clean Yield Group
Vermont
$22K – – –