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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
451
Evolution Wealth Advisors
Florida
$5K +$5.37K +183 New
GWAG
452
Garrett Wealth Advisory Group
Texas
$4.7K +$4.61K +157 New
PFBT
453
Parkside Financial Bank & Trust
Missouri
$4K – – –
CI
454
CX Institutional
Indiana
$4K +$205 +7 +6%
GWS
455
Glassman Wealth Services
Virginia
$4K +$499 +17 +14%
Rockefeller Capital Management
456
Rockefeller Capital Management
New York
$4K +$3.29K +112 +373%
PCIA
457
Prime Capital Investment Advisors
Kansas
$4K +$3.87K +132 New
NIC
458
Northwest Investment Counselors
Oregon
$4K +$4.11K +140 New
GEA
459
Glen Eagle Advisors
New Jersey
$3.52K – – –
ADL
460
Asset Dedication LLC
California
$3K – – –
CCMW
461
Cypress Capital Management (Wyoming)
Wyoming
$3K – – –
EWM
462
Endurance Wealth Management
Rhode Island
$3K – – –
BWM
463
Baystate Wealth Management
Massachusetts
$3K +$29 +1 +0.9%
TL
464
TrueWealth LLC
Georgia
$3K +$29 +1 +0.9%
GI
465
Gradient Investments
Minnesota
$3K +$2.44K +83 +415%
EI
466
Ellevest Inc
New York
$3K +$2.93K +100 New
AF
467
Allworth Financial
California
$2K – – –
WAS
468
Winch Advisory Services
Wisconsin
$2K +$29 +1 +1%
CMBA
469
C.M. Bidwell & Associates
Hawaii
$2K +$2.32K +79 New
RWM
470
Raffa Wealth Management
District of Columbia
$1.05K +$1.03K +35 New
APC
471
Aspire Private Capital
North Carolina
$1K – – –
BL
472
Balentine LLC
Georgia
$1K – – –
BWM
473
BerganKDV Wealth Management
Minnesota
$1K – – –
FCA
474
FinTrust Capital Advisors
South Carolina
$1K – – –
FPFS
475
First Personal Financial Services
North Carolina
$1K – – –