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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
526
Covington Capital Management
California
$20K – – –
PFBT
527
Parkside Financial Bank & Trust
Missouri
$19K +$285 +6 +2%
SGAM
528
Smith Group Asset Management
Texas
$19K +$2.99K +63 +20%
CWM
529
Cranbrook Wealth Management
Michigan
$19K +$18.5K +390 New
ONST
530
Old North State Trust
North Carolina
$18K – – –
WTC
531
WhitTier Trust Company
Nevada
$17K – – –
HFM
532
Harvest Fund Management
China
$15K – – –
NFG
533
Next Financial Group
Texas
$15K – – –
GRP
534
Global Retirement Partners
California
$14K -$14.4K -303 -51%
AWM
535
AllSquare Wealth Management
New York
$14K – – –
VCM
536
Versant Capital Management
Arizona
$14K – – –
WAP
537
Wealthcare Advisory Partners
Pennsylvania
$14K +$13.8K +291 New
NIC
538
Northwest Investment Counselors
Oregon
$14K +$14K +294 New
EI
539
Ellevest Inc
New York
$13K – – –
CAL
540
Capital Advisors Ltd
Ohio
$12K – – –
CHC
541
City Holding Co
West Virginia
$12K – – –
HIA
542
Harbor Investment Advisory
Maryland
$12K – – –
TFO
543
Tarbox Family Office
California
$12K – – –
TF
544
Tompkins Financial
New York
$12K – – –
PSIWM
545
Paradigm Strategies in Wealth Management
Minnesota
$12K +$11.4K +240 New
EW
546
Evoke Wealth
California
$11K – – –
SL
547
Savior LLC
Massachusetts
$10K – – –
SLF
548
Sun Life Financial
Ontario, Canada
$10K – – –
SIS
549
Sound Income Strategies
Florida
$9.29K +$712 +15 +9%
LC
550
Lindbrook Capital
California
$9K +$2.42K +51 +39%