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NICE

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
201
Ellevest Inc
New York
$13K +$13.1K +120 New
AIP
202
Ameritas Investment Partners
Nebraska
$12K – – –
SMFS
203
Squar Milner Financial Services
California
$12K – – –
ER
204
Enlightenment Research
Florida
$11K +$10.9K +100 New
PCIA
205
Prime Capital Investment Advisors
Kansas
$11K +$11.2K +102 New
RFA
206
Reilly Financial Advisors
California
$10K – – –
AP
207
Atwood & Palmer
Missouri
$10K +$9.85K +90 New
LFA
208
Legacy Financial Advisors
Kentucky
$9K – – –
TL
209
TrueWealth LLC
Georgia
$9K – – –
BI
210
Bramshill Investments
Florida
$8K -$12.8K -117 -62%
PFO
211
Pathstone Family Office
New Jersey
$8K +$7.66K +70 New
CAW
212
Cornerstone Advisors (Washington)
Washington
$7K +$1.31K +12 +21%
KPW
213
Kore Private Wealth
New York
$7K +$6.67K +61 New
PCG
214
Private Capital Group
Connecticut
$7K +$6.78K +62 New
BOPW
215
Brandywine Oak Private Wealth
Pennsylvania
$7K +$7.44K +68 New
W
216
WealthOne
New York
$7K +$7.44K +68 New
FHA
217
First Horizon Advisors
Tennessee
$6K -$547 -5 -8%
NFG
218
Next Financial Group
Texas
$6K +$5.91K +54 New
HR
219
Howe & Rusling
New York
$5K +$4.92K +45 New
AIA
220
Alera Investment Advisors
Illinois
$5K +$5.47K +50 New
FRA
221
Front Row Advisors
California
$4K +$438 +4 +13%
LC
222
Lindbrook Capital
California
$4K +$4.92K +45 New
CTC
223
Central Trust Company
Missouri
$3K -$21.8K -199 -87%
PMFA
224
Plante Moran Financial Advisors
Michigan
$3K -$5.58K -51 -66%
CAM
225
Cresset Asset Management
Illinois
$3K +$3.06K +28 New
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