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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1376
Tortoise Investment Management
New York
$36K – – –
GWA
1377
Guidant Wealth Advisors
Illinois
$36K +$693 +20 +2%
TA
1378
TCG Advisors
Texas
$36K +$34.7K +1,000 New
SMFS
1379
Squar Milner Financial Services
California
$35K – – –
FFC
1380
First Financial Corp
Indiana
$34K – – –
EI
1381
Ellevest Inc
New York
$33K +$5.2K +150 +19%
KFS
1382
Kelly Financial Services
Massachusetts
$32.8K +$31.9K +920 New
BHWM
1383
Bay Harbor Wealth Management
Maryland
$32K +$3.47K +100 +13%
PCM
1384
Princeton Capital Management
New Jersey
$30K – – –
PO
1385
Private Ocean
California
$30K – – –
BL
1386
Balentine LLC
Georgia
$27K – – –
EWM
1387
Endurance Wealth Management
Rhode Island
$27K – – –
OC
1388
Oakworth Capital
Alabama
$27K – – –
SFG
1389
SevenBridge Financial Group
Pennsylvania
$27K – – –
MCA
1390
Mercer Capital Advisers
New Jersey
$27K +$8.67K +250 +50%
CFD
1391
Creative Financial Designs
Indiana
$25K -$2.43K -70 -9%
LB
1392
Legacy Bridge
Iowa
$25K – – –
VNA
1393
Valley National Advisers
Pennsylvania
$24K – – –
GI
1394
GS Investments
Minnesota
$23.2K – – –
SC
1395
Sawyer & Company
Massachusetts
$23K – – –
1IA
1396
1834 Investment Advisors
Wisconsin
$22K +$21.8K +630 New
TA
1397
Thor Advisors
New York
$22K +$21.8K +630 New
HI
1398
Human Investing
Oregon
$21K – – –
WB
1399
Webster Bank
Connecticut
$21K +$8.67K +250 +74%
WPW
1400
Winthrop Partners - WNY
New York
$20.9K -$6.24K -180 -24%