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Name Holding Trade Value Shares
Change
Change in
Stake
WT
551
Whittier Trust
California
$18K -$44.4K -705 -71%
AWM
552
AllSquare Wealth Management
New York
$18K
EI
553
Ellevest Inc
New York
$17K -$189 -3 -1%
KIG
554
Kowal Investment Group
Wisconsin
$17K +$16.6K +264 New
CAL
555
Capital Advisors Ltd
Ohio
$16K
TFO
556
Tarbox Family Office
California
$16K
TF
557
Tompkins Financial
New York
$16K +$15.9K +252 New
CHC
558
City Holding Co
West Virginia
$15K
EW
559
Evoke Wealth
California
$15K
TWM
560
Tradition Wealth Management
Minnesota
$13K
AFS
561
Annapolis Financial Services
Maryland
$13K +$12.7K +201 New
VCM
562
Vigilant Capital Management
Maine
$13K +$12.8K +204 New
HIA
563
Harbor Investment Advisory
Maryland
$12K -$4.34K -69 -28%
Jones Financial Companies
564
Jones Financial Companies
Missouri
$12K
LC
565
Lindbrook Capital
California
$12K
WPA
566
West Paces Advisors
Georgia
$11.6K
FMII
567
Farmers & Merchants Investments Inc
Nebraska
$11K
VCM
568
Versant Capital Management
Arizona
$11K +$189 +3 +2%
ATC
569
Adirondack Trust Company
New York
$10K
CAL
570
Capital Analysts LLC
Pennsylvania
$10K
CTB
571
Country Trust Bank
Illinois
$10K +$10.2K +162 New
FMP
572
Financial Management Professionals
Texas
$9K
TSW
573
Thompson Siegel & Walmsley
Virginia
$9K
GWS
574
Glassman Wealth Services
Virginia
$9K +$1.13K +18 +14%
AF
575
Allworth Financial
California
$9K +$5.67K +90 +200%