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Q2 Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
FP
201
Financial Perspectives
Minnesota
$23.8K – – –
SFG
202
Steward Financial Group
Texas
$23K +$24.2K +300 New
Fidelity Investments
203
Fidelity Investments
Massachusetts
$22K -$81 -1 -0.4%
HPC
204
HM Payson & Co
Maine
$17K -$3.63K -45 -17%
EI
205
Ellevest Inc
New York
$17K +$17.4K +216 New
CWP
206
Concord Wealth Partners
Virginia
$16K +$9.04K +112 +132%
MCM
207
Manchester Capital Management
Vermont
$15K – – –
PWC
208
PYA Waltman Capital
Tennessee
$14K +$14K +173 New
FCA
209
FinTrust Capital Advisors
South Carolina
$13K +$3.71K +46 +40%
TWA
210
TCI Wealth Advisors
Arizona
$13K +$3.79K +47 +39%
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$12K +$12.8K +159 New
HI
212
Harbour Investments
Wisconsin
$10K -$33.9K -420 -78%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$9K -$5.17K -64 -36%
C
214
Covestor
United Kingdom
$7K +$6.7K +83 New
EWA
215
EverSource Wealth Advisors
Alabama
$6K +$6.46K +80 New
VCM
216
Versant Capital Management
Arizona
$5K -$323 -4 -6%
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$5K – – –
AF
218
Allworth Financial
California
$4K – – –
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.79K +47 New
WTA
220
Washington Trust Advisors
Massachusetts
$4K +$4.12K +51 New
GWS
221
Glassman Wealth Services
Virginia
$3K +$2.9K +36 New
WPA
222
West Paces Advisors
Georgia
$2.3K +$242 +3 +12%
BAM
223
Bellevue Asset Management
Washington
$2K -$81 -1 -4%
Koshinski Asset Management
224
Koshinski Asset Management
Illinois
$1.43K – – –
BIA
225
Bell Investment Advisors
California
$1K -$1.7K -21 -60%