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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
1701
Clear Harbor Asset Management
Connecticut
$75.7K +$72.9K +700 New
SIM
1702
Sonora Investment Management
Arizona
$75K +$22.9K +220 +47%
MWC
1703
MBM Wealth Consultants
Missouri
$74K – – –
FWM
1704
Focused Wealth Management
New York
$73K – – –
GAM
1705
Gemmer Asset Management
California
$73K – – –
SCA
1706
Stonebridge Capital Advisors
Minnesota
$71K -$6.04K -58 -8%
PCIA
1707
Prime Capital Investment Advisors
Kansas
$71K -$3.44K -33 -5%
BCM
1708
Blume Capital Management
California
$70K – – –
BAMG
1709
Brand Asset Management Group
Missouri
$69K – – –
TWA
1710
TCI Wealth Advisors
Arizona
$69K +$14.3K +137 +27%
RMAM
1711
Raab & Moskowitz Asset Management
New Jersey
$68K +$65.5K +629 New
CYG
1712
Clean Yield Group
Vermont
$67K -$114K -1,097 -64%
ONST
1713
Old North State Trust
North Carolina
$65K -$16.4K -157 -21%
EARNEST Partners
1714
EARNEST Partners
Georgia
$63K +$4.48K +43 +8%
AP
1715
Americana Partners
Texas
$61K +$59K +566 New
HWM
1716
Howard Wealth Management
Connecticut
$58K +$56.7K +544 New
EI
1717
Ellevest Inc
New York
$57K +$45.5K +437 +508%
JWBC
1718
John W. Brooker & Co
California
$57K +$54.6K +524 New
CDIA
1719
Capital Directions Investment Advisors
Georgia
$56K – – –
MF
1720
Manchester Financial
California
$56K +$54.2K +520 New
WFMPM
1721
Woodley Farra Manion Portfolio Management
Indiana
$55K +$52.6K +505 New
MFT
1722
Moisand Fitzgerald Tamayo
Florida
$54K – – –
SL
1723
Savior LLC
Massachusetts
$54K +$51.8K +497 New
PFSC
1724
Peoples Financial Services Corp
Pennsylvania
$52K – – –
TFGT
1725
TS Financial Group (TSFG)
Illinois
$52K – – –