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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
426
North Star Investment Management
Illinois
$17K – – –
WWM
427
Wolff Wiese Magana
California
$17K – – –
CWC
428
Carolinas Wealth Consulting
North Carolina
$17K +$16.2K +25 New
PCTC
429
Perkins Coie Trust Company
Washington
$17K +$16.2K +25 New
MAM
430
Meeder Asset Management
Ohio
$16K +$1.3K +2 +9%
EI
431
Ellevest Inc
New York
$15K +$10.4K +16 +267%
SGAM
432
Smith Group Asset Management
Texas
$14K – – –
JCM
433
Jacobi Capital Management
Pennsylvania
$14K +$3.25K +5 +31%
LWCFA
434
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K +$12.3K +19 New
Carson Wealth (CWM LLC)
435
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
AWM
436
Activest Wealth Management
Florida
$9K – – –
EFSCE
437
Enterprise Financial Services Corp (EFSC)
Missouri
$8K – – –
BCH
438
Berkshire Capital Holdings
California
$7K -$19.9M -30,660 -100%
GTAM
439
Global Trust Asset Management
Florida
$7K – – –
PA
440
Parallel Advisors
California
$6K +$5.84K +9 New
MIM
441
Macroview Investment Management
Maryland
$5K +$3.9K +6 +600%
FFG
442
Ford Financial Group
California
$5K +$5.2K +8 New
PFGIA
443
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
BAM
444
Bellevue Asset Management
Washington
$3K – – –
EW
445
Evoke Wealth
California
$3K – – –
AssetMark Inc
446
AssetMark Inc
California
$2K -$1.95K -3 -50%
VCM
447
Versant Capital Management
Arizona
$2K -$649 -1 -25%
MFT
448
Moisand Fitzgerald Tamayo
Florida
$1K – – –
PO
449
Private Ocean
California
$1K +$649 +1 New
FMP
450
Financial Management Professionals
Texas
$1K +$1.3K +2 New