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Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
1901
Harvest Group Wealth Management
Massachusetts
$40K
EI
1902
Ellevest Inc
New York
$39K +$9.37K +34 +31%
EWA
1903
Evolution Wealth Advisors
Florida
$38K +$6.34K +23 +19%
CLOS
1904
Compagnie Lombard Odier SCmA
Switzerland
$36K
MFT
1905
Moisand Fitzgerald Tamayo
Florida
$36K
EIP
1906
Ellis Investment Partners
Pennsylvania
$35K
PGAM
1907
Princeton Global Asset Management
New Jersey
$34K
AIM
1908
Arcadia Investment Management
Michigan
$33K
FMP
1909
Financial Management Professionals
Texas
$33K +$5.51K +20 +20%
HR
1910
Howe & Rusling
New York
$29K +$29.8K +108 New
BAMG
1911
Brand Asset Management Group
Missouri
$28K
LGWM
1912
Litman Gregory Wealth Management
California
$27K -$22K -80 -45%
JPLA
1913
Joseph P. Lucia & Associates
New York
$27K
OAJ
1914
Ogorek Anthony Joseph
New York
$27K
WCM
1915
Wealthcare Capital Management
Virginia
$27K
TIM
1916
Tortoise Investment Management
New York
$26K
FRA
1917
Front Row Advisors
California
$26K +$7.72K +28 +42%
EWM
1918
Endurance Wealth Management
Rhode Island
$24K
VCM
1919
Vigilant Capital Management
Maine
$24K
IRC
1920
Investors Research Corp
Georgia
$24K +$16K +58 +200%
GWMIA
1921
Global Wealth Management Investment Advisory
Florida
$23K -$12.4K -45 -35%
CYG
1922
Clean Yield Group
Vermont
$22K
FCB
1923
First Command Bank
Texas
$22K
FCFS
1924
First Command Financial Services
Texas
$22K
LFG
1925
LifePlan Financial Group
Ohio
$21K